Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Lodge is a financial professional who has been in the industry since 1984. Harry holds a Series 6, 7, 22, and SIE license. Harry is currently registered with Private Advisor Group, LLC in Arizona, California, Florida, Michigan, New York, Virginia, and Washington. Harry is also a registered investment advisor with Private Advisor Group, LLC in California and Texas. Prior to that, Harry was registered with SECurian Financial Services, Inc., and New England Securities. Harry has experience providing investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
AZ
04/22/2020 - Present
Private Advisor Group, LLC (Tucson AZ)
AZ
04/30/2004 - 03/28/2017
SECURIAN FINANCIAL SERVICES, INC. (Tucson AZ)
NY
03/29/1984 - 04/21/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 08/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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