Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry William Beltran is a financial advisor with Osaic Wealth, Inc. in Laredo, TX. Harry has over 25 years of experience in the financial services industry. Harry is registered with the state of Texas as both a Registered Representative and an Investment Advisor Representative. Harry offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Harry's background includes previous employment with Woodbury Financial Services, Inc. and Washington Square Securities, Inc. Harry also has experience as an insurance agent for Omega Financial Concepts.
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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TX
01/24/2025 - Present
Osaic Wealth, Inc. (LAREDO TX)
TX
01/19/2001 - 04/15/2009
WOODBURY FINANCIAL SERVICES, INC. (LAREDO TX)
CT
09/29/1997 - 01/19/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
06/05/2000 - 06/12/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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