Unclaimed
Harry James McGowan is an investment advisor representative with Osaic Wealth, Inc., registered with the state of Michigan. Harry has been in the industry since 1997. Harry holds several licenses including Series 7, 9, 10, 52, and 63. Harry is also a licensed Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Harry was associated with Woodbury Financial Services, Inc., Questar Capital Corporation, ProEquities, Inc. and UVEST Financial Services Group, Inc. In addition to his role with Osaic Wealth, Inc., Harry is also the president of Retirement Solutions of Michigan, LLC. Harry has experience working with high net worth individuals, insurance companies, corporations, charitable organizations, pension plans 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.
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2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (MATTAWAN MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MATTAWAN MI)
MI
09/26/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PAW PAW MI)
MI
06/03/2010 - 09/29/2011
PROEQUITIES, INC. (KALAMAZOO MI)
MI
06/29/2009 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (KALAMAZO MI)
SC
10/05/2001 - 07/14/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
MI
10/10/1996 - 10/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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