Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Lutz Krause is a financial advisor who has been in the industry since 1994. Harold is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2007. Prior to that, Harold was registered with CITICORP INVESTMENT SERVICES, MORGAN STANLEY DW INC., LIBERTY SECURITIES CORPORATION, and OLDE DISCOUNT CORPORATION. Harold offers financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, businesses, and institutions.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/27/2022 - Present
Citigroup Global Markets Inc. (Long Island City NY)
TX
05/10/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
NY
11/23/1999 - 04/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/10/1998 - 11/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MI
11/16/1993 - 06/23/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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