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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 William Haase is a financial advisor with Cambridge Investment Research Advisors, Inc. Harry has been working in the financial services industry since 2001. Harry has a Series 6, Series 22, Series 52, Series 62, and Series 63, and Series 65 licenses and is registered with the state of Virginia. Harry is registered with the state of Texas as an Investment Advisor Representative (IAR). Harry provides a wide range of services to clients including financial planning, pension consulting, educational seminars, and market timing services. Harry also provides portfolio management services for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (VIENNA VA)
NY
11/16/2001 - 07/23/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 10/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/13/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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