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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 Norman Levitt is an investment advisor representative with TLG Advisors, Inc., located in Littleton, CO. Harry has over 30 years of experience in the financial services industry. Harry is registered to provide investment advice in 15 states. Harry has a Series 65, Series 63, Series 7 and SIE licenses. Harry has been registered with FINRA since 1988 and is currently active. Harry's prior registrations include M HOLDINGS SECURITIES, INC., MUTUAL SERVICE CORPORATION, and GOLDMAN, SACHS & CO. Harry is also the Managing Director of Sales at Mack Financial Group in Indianapolis, IN. Harry has been the Managing Director of Sales since 2011.
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.
Placement of institutional funds
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
CO
01/10/2019 - Present
TLG Advisors, Inc. (LITTLETON CO)
IN
04/13/2001 - 12/31/2018
M HOLDINGS SECURITIES, INC. (INDIANAPOLIS IN)
MA
04/09/1990 - 04/11/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
05/25/1988 - 02/21/1990
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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