Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold William Lynde is a financial advisor with over 30 years of experience in the financial services industry. Harold William Lynde currently works at Raymond James & Associates, Inc. and has previously worked at Morgan Keegan & Company, Inc., Suncoast Capital Markets, Inc., Suncoast Capital Group, Ltd., Duncan-Williams, Inc., Oppenheimer & Co., Inc., Meridian Securities, Inc., Marcus, Stowell & Beye Government Securities, Inc., and Marcus, Stowell & Beye, Inc. Harold William Lynde is a registered representative in the state of Texas and has been actively registered with the state of Texas since 2012.
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.
Please see note in schedule d - miscellaneous
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
TX
10/08/2012 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
10/01/1998 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
NC
02/17/1998 - 10/21/1998
SUNCOAST CAPITAL MARKETS, INC. (CHARLOTTE NC)
FL
03/03/1997 - 10/12/1998
SUNCOAST CAPITAL GROUP, LTD. (FT. LAUDERDALE FL)
TN
10/30/1995 - 03/11/1997
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
NY
08/09/1995 - 10/31/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/18/1994 - 08/07/1995
MERIDIAN SECURITIES, INC.
FL
04/17/1993 - 08/20/1994
MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC. (FORT LAUDERDALE FL)
FL
04/17/1993 - 08/18/1994
MARCUS, STOWELL & BEYE, INC. (FORT LAUDERDALE FL)
BOTH
Issued 06/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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