Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry James Wollet is a financial advisor with over 27 years of experience in the industry. Currently, Harry is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since January 2024. Harry has previously worked at Raymond James Financial Services, Inc. and Prudential Securities Incorporated. He is licensed to provide financial advice in the states of Florida and Ohio. Harry holds several industry credentials including Series 7, 9, 10, 63, and 65 licenses. Harry specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Harry is also active in the community and volunteers with the United Way of Mahoning Valley.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boardman OH)
OH
01/17/2003 - 03/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOARDMAN OH)
NY
04/30/1999 - 01/21/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/09/1994 - 05/07/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Harry Wollet is the right advisor for you? Invested Better is here to help.
