Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold John Trischman is a financial professional with over 40 years of experience in the financial services industry. Harold has held positions at several prominent firms, including Lehman Brothers Inc., First Investors Corporation, and Citigroup Global Markets Inc., before joining Morgan Stanley in 2009. Harold is registered with FINRA and holds a number of licenses and certifications, including Series 3, Series 6, Series 7, Series 26, Series 63, and Series 65. Harold's expertise lies in providing a range of financial services, including investment management, financial planning, and portfolio management for individuals, businesses, and institutions. Harold is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/02/2020 - Present
Morgan Stanley (Greenwich CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
NY
03/19/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/18/1983 - 01/14/1985
FIRST INVESTORS CORPORATION
IA
Issued 09/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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