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Henry Steven Woloson

Harbour Investments, Inc.

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About Henry Steven Woloson

Henry Steven Woloson is an investment advisor representative with Harbour Investments, Inc. Henry has been in the securities industry since January 23, 1990. Henry is registered with the state of Florida and Michigan, as well as several other states. Henry specializes in financial planning, investment management, and selection of other advisors. Henry is affiliated with Harbour Investments, Inc. in Clarkston, MI. Henry has previous experience with VSR Financial Services, Inc., ProEquities, Inc., Mariner Financial Services, Inc., and Everen Securities, Inc.

Firm Information

Henry Woloson is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Woloson’s Registration & Firm History

MI

09/27/2013 - Present

Harbour Investments, Inc. (CLARKSTON MI)

MI

04/21/2003 - 09/26/2013

VSR FINANCIAL SERVICES, INC. (CLARKSTON MI)

AL

07/30/1997 - 04/24/2003

PROEQUITIES, INC. (BIRMINGHAM AL)

FL

10/07/1994 - 08/29/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

MO

12/01/1993 - 10/07/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

FL

03/13/1992 - 12/03/1993

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

NA

01/15/1988 - 03/03/1990

NBD SECURITIES, INC.

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Licenses & Designations

BC

Issued 04/14/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Steven Woloson.
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