Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Jaeger is a financial advisor with Calton & Associates, Inc., a firm headquartered in Tampa, FL. Harold has been in the financial industry since 1984 and holds a variety of licenses and certifications, including Series 7, Series 63, and Series 79TO. Harold has experience working with a wide range of clients, including individuals, businesses, and pension plans. Harold focuses on providing financial planning and portfolio management services. Harold has previously worked at Waterstone Financial Group, Inc., Cardinal Investments, Inc., Long Grove Trading Co., and Judge & Associates, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/06/2005 - Present
Calton & Associates, Inc. (TAMPA FL)
MA
06/27/2001 - 09/06/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
06/01/1999 - 04/17/2001
CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)
MA
03/06/1987 - 05/10/1999
LONG GROVE TRADING CO. (BOSTON MA)
NA
06/24/1983 - 07/02/1986
JUDGE & ASSOCIATES, INC.
BC
Issued 06/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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