Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Oldham is a financial advisor with Truist Advisory Services, Inc. Harry has been in the financial industry since February 1995 and has a wide range of experience in providing financial advice to individuals and businesses. Harry is registered with the following states: Alabama, California, Colorado, Florida, Georgia, Kentucky, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Harry is also registered with FINRA and the SEC. In addition to providing financial planning services, Harry also provides portfolio management for businesses and individuals, educational seminars, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
06/05/2018 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
06/19/2009 - 01/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
09/06/2001 - 06/23/2009
WELLS FARGO ADVISORS, LLC (DULUTH GA)
GA
09/17/1999 - 09/05/2001
ATTKISSON CARTER & COMPANY, INC. (ATLANTA GA)
GA
02/02/1998 - 09/15/1999
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
NC
01/17/1996 - 02/04/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
GA
02/27/1995 - 02/13/1996
WHEELER SECURITIES, INC. (AUGUSTA GA)
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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