Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Edward Tart is a financial advisor with over 40 years of experience in the industry. Currently registered with LPL Financial LLC, Harry has been active in the financial services industry since September 18, 1981. Harry has held previous positions at Waddell & Reed, Walnut Street Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and NML Equity Services, Inc.. Harry holds licenses for both Securities and Investment Advisory services, and is licensed in 10 states. Harry specializes in providing financial planning, portfolio management for businesses and individuals and other non-discretionary advisory services.
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.
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2
MO
07/21/2021 - Present
LPL Financial LLC (CREVE COEUR MO)
MO
09/19/1997 - 07/21/2021
WADDELL & REED (CREVE COEUR MO)
CA
12/05/1990 - 04/07/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/24/1983 - 11/13/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/24/1983 - 11/13/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
03/22/1976 - 06/27/1978
NML EQUITY SERVICES, INC.
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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