Unclaimed
Harry Floyd Colvin is a financial professional with over 30 years of experience in the financial services industry. Harry is currently registered with Creativeone Securities, LLC and has prior experience with Broker Dealer Financial Services Corp., KCD Financial, Inc., Conservative Financial Services, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Harry is licensed in Missouri and Illinois and has a strong background in providing investment advisory and financial planning services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
07/21/2014 - Present
Creativeone Securities, LLC (Farmington MO)
MO
11/02/2006 - 07/22/2014
BROKER DEALER FINANCIAL SERVICES CORP. (FARMINGTON MO)
WI
07/22/2004 - 11/09/2006
KCD FINANCIAL, INC. (GREEN BAY WI)
MO
04/11/2002 - 03/18/2004
CONSERVATIVE FINANCIAL SERVICES, INC. (FARMINGTON MO)
NJ
10/04/1983 - 04/22/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/04/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 03/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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