Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Jandreski is a financial advisor with Wells Fargo Clearing Services, LLC. Harold is a registered representative with a Series 7 and a Series 63 license, and holds the Certified Financial Planner designation. Harold has been in the industry since 1990 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Harold provides a range of financial services including financial planning, portfolio management, and investment consulting services to institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MI
07/28/2020 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
10/07/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TRAVERSE CITY MI)
NY
02/01/1993 - 10/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/11/1990 - 02/25/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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