Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Woodward is a financial advisor with LPL Financial LLC, an independent broker-dealer and registered investment advisor. Harold has been in the financial industry since 1996 and is licensed to sell securities in Arkansas, California, Colorado, Florida, Missouri, Montana, North Carolina, and Ohio. Harold has experience providing financial advice and investment management services to individuals, families, and businesses. He is also experienced in retirement planning, college savings, and estate planning. Harold holds a Series 6 and a Series 63 securities license. Prior to joining LPL Financial LLC, Harold was employed by FSC Securities Corporation and Metlife Securities 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
04/30/2019 - Present
LPL Financial LLC (SARASOTA FL)
FL
08/08/2013 - 05/03/2019
FSC SECURITIES CORPORATION (SARASOTA FL)
FL
01/24/1996 - 08/14/2013
METLIFE SECURITIES INC. (SARASOTA FL)
FL
01/24/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SARASOTA FL)
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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