Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Thomas Delaney is a financial professional with over 20 years of experience in the financial services industry. Harold has a strong track record of success in providing financial advice to individuals, families, and businesses. Harold is currently affiliated with Wealth Enhancement Advisory Services, LLC. Harold holds the Series 7, Series 63, and Series 66 licenses, and is a Certified Financial Planner. Harold has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
09/09/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MA
12/09/2004 - 06/03/2015
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MO
10/15/2003 - 11/12/2004
SCOTTRADE, INC. (ST. LOUIS MO)
NE
08/10/2001 - 09/16/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
RI
07/25/2000 - 07/20/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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