Harry Bourque

About Harry Bourque

Strategic financial decisions define the difference between uncertainty and confidence in retirement. With forty years in the financial industry—leading, mentoring, and collaborating—I help business leaders and high achievers build financial independence through precision and insight.The Retirement Red Zone—the critical decade before and after retirement—demands more than conventional. Market volatility, sequence of return risk, and tax burdens can erode hard-earned wealth. Too often, professionals rely heavily on 401(k)s, unaware of the tax liabilities they create. A well-structured strategy integrates stable, variable, taxable, and tax-free income sources, ensuring flexibility in any economic climate.True financial security comes from asset location as much as asset allocation. By optimizing where your assets are held, I help you preserve wealth, reduce tax exposure, and maintain control over your financial future.Let’s take a proactive approach to securing your retirement. Schedule a call to explore the strategies that align with your vision.Visit my Calendar https://calendly.com/htbourque/linkedin-connection-intro-call Best Regards,Harry Bourque(201) 2••••••••@ft.newyorklife.comI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.250 Pehle Avenue Suite 900Saddle Brook NJ 07••••••••22

Experience

1. Financial Professional

   NYLIFE Securities LLC

   Oct 2023 — Present

   Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.

Education

• Dartmouth College

  Bachelor of Arts - BA, History

Skills

• Equities
• Evidence-Based Management
• Bonds
• International Equities
• Financial Risk
• Etfs
• Equity Sales
• Equity Research
• Electronic Trading
• Financial Services
• Finra
• Special Situations Investing
• Financial Markets
• Trading
• Arbitrage
• Equity Derivatives
• Risk Arbitrage
• Mergers & Acquisitions
• Venture Capital
• Securities
• Series 63
• Investments
• Bloomberg
• Capital Markets
• Series 7
• Hedge Funds
• Series 24
• Equity Trading
• Trading Systems
• Risk Management