Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Robert Harrold has been a Registered Representative and Investment Advisor Representative in the securities industry since 1996. Van has worked with several firms throughout his career, including Lincoln Financial Advisors Corporation, Transamerica Financial Advisors, Inc., and Signator Investors, Inc., before joining Osaic Wealth, Inc. Van specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. He is currently registered in the state of Kansas and holds the Series 6, 7, 24, 63, and 66 licenses.
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.
1
2
KS
11/02/2018 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WICHITA KS)
KS
07/23/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WICHITA KS)
KS
08/17/2005 - 08/01/2007
WILBANKS SECURITIES, INC. (WICHITA KS)
IN
05/06/2002 - 08/18/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/06/2002 - 08/18/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
08/21/1996 - 04/26/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 8/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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