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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Vinson Synan is a financial professional with over 25 years of experience in the financial services industry. Harold Synan is currently a registered representative with MML Investors Services, LLC, and has a branch office located in Oklahoma City, Oklahoma. Harold Synan previously worked with MML Investors Services, Inc. in Springfield, MA. Harold Synan holds licenses to sell securities in Oklahoma and is registered as an Investment Advisor Representative in Oklahoma. Harold Synan has passed several industry exams including Series 6, 7, 24, 53 and 66. Harold Synan has a strong background in financial planning, portfolio management, and asset allocation programs. Harold Synan also has experience in working with a wide range of clients including high-net-worth individuals, corporations, pension plans, and insurance companies.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OK
09/24/2003 - Present
MML Investors Services, LLC (Oklahoma City OK)
MA
03/01/1996 - 02/05/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/19/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
03/12/1992 - 09/14/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/12/1992 - 09/14/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
KS
04/19/1989 - 07/24/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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