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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 Edwards Thomas is a financial advisor with Equitable Advisors, LLC. Harry has been in the financial services industry for over 50 years. Harry is registered with the state of Pennsylvania and several other states, and has passed the Series 7TO, Series 6TO, Series 63, Series 65, and Series 1 exams. Harry can provide financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Harry has experience working with high net worth individuals, pension and profit sharing plans, corporations, and individuals.
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.
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.
1
2
PA
09/19/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
05/17/1973 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
05/29/1991 - 10/08/1993
MANEQUITY, INC. (BOSTON MA)
NA
09/03/1975 - 08/07/1984
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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