Unclaimed
Harold Slade is a registered representative with Synovus Securities, Inc. Harold is a licensed investment advisor representative and has been in the financial services industry since October 7, 2007. Harold holds FINRA registrations for Series 7 and Series 66. Harold has specializations in portfolio management for individuals, businesses, and investment companies. Harold has a diverse client base including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Harold's main office is located in Macon, Georgia.
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.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/05/2019 - Present
Synovus Securities, Inc. (MACON GA)
GA
10/03/2007 - 03/28/2018
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
BOTH
Issued 10/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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