Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Newmark is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2018. Harry has been in the financial industry since October 1998. Harry has prior work experience with McDonald Investments Inc., Key Capital Markets, Inc., and Wachovia Capital Markets, LLC. Harry specializes in portfolio management for individuals and businesses, as well as pension consulting. Harry provides research reports and services, performance measurement reports, and allocation modeling.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
09/06/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEPPER PIKE OH)
NY
08/29/2007 - 02/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/05/2004 - 06/15/2007
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
OH
11/09/1998 - 03/08/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/05/1998 - 11/09/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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