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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 Marc Krigman is an investment advisor representative at Wealthshield Partners, LLC, which is based in Cary, NC. Harry has been in the securities industry since 1983 and has experience with various types of clients, including high-net-worth individuals, corporations, and charitable organizations. Harry holds Series 63, 66, 7, and SIE licenses. In addition to working at Wealthshield Partners, LLC, Harry is also involved in several real estate ventures.
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
NC
12/03/2021 - Present
Wealthshield Partners, LLC (CARY NC)
ME
10/01/2014 - 12/08/2021
KOVACK SECURITIES INC. (Portland ME)
ME
01/11/2005 - 10/09/2014
CANTELLA & CO., INC. (PORTLAND ME)
ME
07/01/1994 - 01/07/2005
BANGOR SECURITIES, INC. (PORTLAND ME)
NY
08/17/1987 - 07/01/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
11/23/1983 - 08/22/1987
LIVADA SECURITIES, INC.
BOTH
Issued 06/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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