Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Michael Korin is an Investment Advisor Representative at Avantax Advisory Services. Harold has been in the financial industry since 1983. He has a Series 6, 7, and 63 license as well as the SIE exam and Series 65. Harold has also been licensed in numerous states. He is based in PLANO, TX.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/05/1999 - Present
Avantax Advisory Services (PLANO TX)
CA
02/13/1992 - 02/02/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/14/1991 - 02/10/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
09/07/1983 - 07/23/1991
GLOBAL CAPITAL SECURITIES, INC.
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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