Unclaimed
Logan Michael Harclerode is an investment advisor representative at Truist Advisory Services, Inc. in WINTER PARK, FL. Logan has been in the financial services industry since December 2022 and has a Series 7, Series 63, and Series 65 licenses. Logan specializes in providing investment advisory services to individuals, businesses, and other investment companies. Logan also has experience in portfolio management, financial planning, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
12/18/2023 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
FL
12/20/2022 - 09/22/2023
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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