Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Harris is a financial advisor with over 30 years of experience in the industry. Harold works at TLG Advisors, Inc. and is a Registered Representative and Investment Advisor Representative. Harold is registered with the state of Illinois and offers financial planning, portfolio management, and pension consulting services. Harold has a background in insurance, and has worked with individuals, high-net-worth individuals, and businesses. Harold is a Chartered Financial Consultant and holds the Series 7, Series 24, and Series 63 licenses.
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.
Placement of institutional funds
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/09/2013 - Present
TLG Advisors, Inc. (BUFFALO GROVE IL)
IA
01/30/1998 - 07/08/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
12/15/1997 - 01/29/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
04/26/1996 - 12/17/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IN
07/17/1992 - 12/05/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CT
02/21/1985 - 07/11/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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