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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 Hartman is a financial advisor with LPL Financial LLC in Albany, NY. Harry has been in the financial services industry for over 17 years. Harry has Series 7 and Series 66 licenses. He has a strong background in providing financial planning and investment advice. Harry is committed to helping clients achieve their financial goals. He can help you with a wide range of financial planning needs. Harry has experience working with high net worth individuals, corporations and other businesses. He can provide financial planning and investment advice for both individual and business clients. Harry can help you with all aspects of financial planning including retirement planning, college savings, and estate planning.
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (ALBANY NY)
NY
04/19/2005 - 03/07/2007
UBS FINANCIAL SERVICES INC. (ALBANY NY)
BOTH
Issued 03/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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