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 Hollinger is a financial advisor with over 50 years of experience in the financial services industry. Harold is currently registered with M Holdings Securities, Inc. and is also the CEO of Newton One Advisors. Harold has a broad range of experience in providing financial advice to a variety of clients including high-net-worth individuals, corporations, and pension plans. Harold also has extensive experience in insurance, long-term care, disability insurance, variable universal life insurance, consulting, and trust administration.
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.
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.
1
2
DE
05/10/2023 - Present
M Holdings Securities, Inc. (NEWARK DE)
MA
02/16/2000 - 10/30/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
DE
10/19/1972 - 10/26/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 04/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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