With over 35 years of experience, Harley is dedicated to helping individuals build and protect their financial futures. Since 2006, Harley has maintained a detached-registered office in Damascus, OR. Regular trips to the greater DC area are made to stay in touch with existing clients and to meet new ones. On a complimentary basis, Harley can gather, categorize, analyze, and evaluate your various i
nvestments and insurance contracts. He then will develop and present suitable recommendations that are based on your financial goals and investment objectives. Lastly, he will help you implement any recommendations you want to move forward with and provide ongoing due diligence to ensure you're on track. To stay on top of his field and develop his professional skills, Harley has regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
FINRA Series 6, 7, 63, 65 Professionally Licensed
Life & Health Insurance Licensed
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182 703-893-2550For full disclosures please see our website at osaicwealth.com. Please note that due to industry regulations, Harley is not permitted to give or receive recommendations/endorsements on his profile.