Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Oldham has been in the financial services industry since 1995 and is currently registered as a Registered Representative with Truist Advisory Services, Inc. Harry is also an Investment Adviser Representative for the firm in both Georgia and Texas. Harry has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Attkinson Carter & Company, Inc., Fidelity National Capital Investors, Inc., Interstate/Johnson Lane Corporation, and Wheeler Securities, Inc. Harry holds the Series 7, Series 9, Series 63 and Series 65 licenses as well as the SIE exam designation. Harry's experience includes working with individuals, businesses, trusts and charities. Harry is based in Alpharetta, GA and is able to work with clients in several states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
06/05/2018 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
06/19/2009 - 01/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
09/06/2001 - 06/23/2009
WELLS FARGO ADVISORS, LLC (DULUTH GA)
GA
09/17/1999 - 09/05/2001
ATTKISSON CARTER & COMPANY, INC. (ATLANTA GA)
GA
02/02/1998 - 09/15/1999
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
NC
01/17/1996 - 02/04/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
GA
02/27/1995 - 02/13/1996
WHEELER SECURITIES, INC. (AUGUSTA GA)
IA
Issued 4/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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