Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Kalkstein is an investment advisor representative with Latitude Advisors, LLC and has been in the securities industry for 39 years. Harold has experience with a wide range of investment products and services. His primary areas of expertise include financial planning, pension consulting and portfolio management for individuals. Harold is committed to providing personalized financial advice to help clients 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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
FL
05/25/2021 - Present
Latitude Advisors, LLC (VERO BEACH FL)
NY
09/25/2012 - 12/24/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)
NY
06/24/2008 - 05/30/2012
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
PA
04/25/2007 - 12/31/2007
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
NY
01/26/2006 - 03/09/2007
BCG SECURITIES, INC. (NEW YORK NY)
TX
01/21/2000 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
AZ
10/01/1997 - 12/31/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
01/27/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
03/30/1989 - 02/06/1992
WESTCO INVESTMENT CORP. (LYNBROOK NY)
NY
07/15/1981 - 08/20/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
10/08/1984 - 12/19/1988
NATHAN & LEWIS SECURITIES, INC.
NA
05/20/1982 - 12/04/1985
SHEARSON LEHMAN BROTHERS INC.
NA
07/15/1981 - 10/21/1981
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/13/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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