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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 Edward Figgie is a financial advisor with Greenwich Wealth Management, LLC, in Greenwich, CT. Harry has been in the industry since 2010 and has held various roles at different firms, including Private Client Services, LLC and Leigh Baldwin & Co., LLC. Harry is registered with the state of Connecticut and New York as an investment advisor representative. Harry's areas of expertise include financial planning, pension consulting, and portfolio management. Harry holds the Series 63, Series 65, Series 7 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive
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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CT
04/04/2021 - Present
Greenwich Wealth Management, LLC (GREENWICH CT)
CT
11/30/2015 - 12/01/2016
PRIVATE CLIENT SERVICES, LLC (Greenwich` CT)
CT
08/02/2013 - 12/01/2015
LEIGH BALDWIN & CO., LLC (GREENWICH CT)
CT
02/03/2010 - 08/19/2013
SAXONY SECURITIES, INC. (GREENWICH CT)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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