Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Skirlis is a financial advisor with over 20 years of experience in the industry. Harold is currently registered with Foreside Fund Services, LLC and is located in St. Petersburg, Florida. Harold's areas of expertise include securities trading, investment advisory, and financial planning. Harold is a licensed Series 7, 9, 10, 24, 55, 63, and 65 representative. Harold has worked with a variety of financial firms throughout his career, including Lincoln Investment, BNY Mellon Capital Markets, LLC, and Vanguard Marketing Corporation.
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.
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.
1
2
FL
08/03/2021 - Present
Foreside Fund Services, LLC (St. Petersburg FL)
PA
01/26/2017 - 04/15/2021
LINCOLN INVESTMENT (Fort Washington PA)
NY
04/30/2008 - 12/08/2015
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
10/10/2008 - 11/19/2009
BNY MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
09/27/2002 - 04/30/2008
BNY CAPITAL MARKETS INC. (NEW YORK NY)
TX
03/08/2000 - 09/05/2002
FLEET SECURITIES, INC. (DALLAS TX)
PA
07/20/1998 - 02/29/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
02/27/1998 - 06/10/1998
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
IA
Issued 09/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2024
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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