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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Agnant Larosiliere is a financial advisor with UBS Financial Services Inc. Harry has been in the financial services industry since 1994 and has experience with Morgan Stanley & Co. Incorporated and A. G. Edwards & Sons, Inc.. Harry is registered with FINRA and holds the following securities licenses: Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65. He is also a Certified Financial Planner. Harry specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He has over 20 years of experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Harry is also an active member of his community, serving on the Advisory Board of CASA of Collin County and the Plano City Council.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
12/19/2008 - Present
UBS Financial Services Inc. (PLANO TX)
TX
04/02/2007 - 12/23/2008
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
TX
04/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PLANO TX)
MO
09/10/1996 - 04/09/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/07/1994 - 09/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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