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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harris? Claim Your ProfileHarris Reinstein is a financial advisor with over 35 years of experience in the industry. Harris is currently registered with Osaic Wealth, Inc. as an investment advisor representative and has experience with a variety of clients including individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. He is a Chartered Financial Consultant (ChFC) and has experience providing financial planning, portfolio management, and pension consulting services. Harris is also a member of the Estate Planning Council of Bergen County and the Northern NJ Council, Boy Scouts of America.
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.
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.
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2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (Ridgewood NJ)
NJ
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MOUNTAIN LAKES NJ)
NJ
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (RIDGEWOOD NJ)
NY
09/16/1994 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
GA
08/15/1994 - 09/20/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
11/08/1993 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
MA
04/29/1988 - 11/16/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 02/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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