Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Breda is a registered investment advisor representative in Texas with Westwood Management Corp. Harry has been in the financial industry since October 17, 2005 and has held a number of positions at various firms including Goldman Sachs, Cetera Advisor Networks, and Provasi Capital Partners. Currently, Harry is a Senior Product Manager at Westwood Management Corp. where the firm manages over $11.9 billion in assets and provides financial and investment advisory services to a diverse client base.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/10/2022 - Present
Westwood Management Corp. (DALLAS TX)
TX
07/01/2020 - 10/08/2020
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
02/14/2019 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
09/23/2015 - 04/11/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
CO
05/04/2011 - 02/06/2012
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
11/06/2007 - 11/10/2010
JANUS DISTRIBUTORS LLC (DENVER CO)
TX
09/27/2000 - 12/02/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
06/30/1999 - 10/06/2000
FUND MANAGEMENT COMPANY (HOUSTON TX)
TX
02/11/1997 - 06/30/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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