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 in the financial services industry since 1996 and is currently a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. located in Wichita, Kansas. Van has a strong background in securities and investment products, having previously worked with Transamerica Financial Advisors, Inc, Signator Investors, Inc and Lincoln Financial Advisors Corporation. Van specializes in financial planning, portfolio management for individuals and businesses, and pension consulting services.
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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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 08/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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