Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Teel is a financial advisor with over 40 years of experience in the financial services industry. Harold is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2023. Prior to joining Osaic Wealth, Harold worked for Royal Alliance Associates, Inc. for over 10 years. Harold has a wide range of experience in financial planning, investment management, and insurance. Harold is also a Chartered Financial Consultant (ChFC). Harold is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/29/2017 - Present
Osaic Wealth, Inc. (ORACLE AZ)
WA
01/01/2004 - 07/25/2008
ING FINANCIAL PARTNERS, INC. (SEATTLE WA)
CO
01/29/2002 - 01/02/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
01/01/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
06/10/1993 - 01/01/1996
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
OH
04/20/1990 - 12/31/1992
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
02/18/1988 - 04/16/1990
TRAVELERS EQUITIES SALES, INC.
CA
11/25/1983 - 04/16/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
10/23/1986 - 02/10/1988
F & G SECURITIES, INC.
NA
08/24/1981 - 10/21/1986
TRAVELERS EQUITIES SALES, INC.
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Harold Teel is the right advisor for you? Invested Better is here to help.
