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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 Berman is a financial advisor with Edelman Financial Engines. Harry has been in the financial services industry since 1991 and has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Harry has been registered with the state of Pennsylvania since 2016 and is also registered with the state of Texas. Harry is dedicated to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
11/30/2016 - Present
Edelman Financial Engines (HARRISBURG PA)
PA
01/30/2006 - 09/20/2007
PRIMEVEST FINANCIAL SERVICES, INC. (WYOMISSING PA)
PA
12/15/2004 - 12/19/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
10/30/1998 - 12/17/2004
PENN SECURITIES, INC. (WYOMISSING PA)
MN
01/08/1992 - 10/30/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NJ
11/13/1991 - 12/11/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/13/1991 - 12/11/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/08/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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