Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Leverett is an investment advisor representative with LPL Enterprise, LLC, based in Oklahoma City. Harold has over 30 years of experience in the financial industry, having previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. Harold holds Series 6, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Harold is registered to provide investment advisory services in California, Florida, Georgia, Kansas, Michigan, Mississippi, Missouri, North Carolina, Oklahoma, Texas and Washington. Harold provides financial planning, portfolio management for individuals and businesses, educational seminars, consulting, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
OK
11/14/2024 - Present
LPL Enterprise, LLC (OKLAHOMA CITY OK)
OK
04/26/1993 - 01/04/2016
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
OK
04/26/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OKLAHOMA CITY OK)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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