Unclaimed
Harold James Weight is a financial professional with over 30 years of experience in the industry. Harold is currently registered with Commonwealth Financial Network and has a Series 6, 7, 63 and 65 licenses along with the SIE exam. Harold is also a Chartered Financial Consultant. Harold has previously been registered with ING FINANCIAL PARTNERS, INC. and LOCUST STREET SECURITIES, INC. Harold has been with Commonwealth Financial Network since 2013, and provides financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
01/02/2013 - Present
Commonwealth Financial Network (Beaverton OR)
OR
01/01/2004 - 01/04/2013
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/17/1986 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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