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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 Tokatlian is an Investment Advisor Representative at Bolton Securities Corp. Harry has been in the industry for over 20 years and holds the Series 7, Series 31, Series 66, and SIE licenses. Harry is also a registered Investment Advisor in New Hampshire. He is currently registered with 13 states including California, Colorado, Florida, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Rhode Island, South Carolina, Texas. Harry has been with Bolton Securities Corp. since 2009 and has over 20 years of experience. Harry works with a variety of clients, including individuals, corporations, and charitable organizations. He offers a wide range of financial planning and asset management services. Harry is committed to providing his clients with the highest level of service and helping them 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NH
09/02/2009 - Present
Bolton Securities Corp. (WINDHAM NH)
MA
11/16/2000 - 08/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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