Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Harris is a financial professional with over 10 years of experience in the financial services industry. Abigail is currently registered with UBS Financial Services Inc. in Boston, Massachusetts. Prior to joining UBS Financial Services Inc., Abigail worked at Goldman Sachs & Co. LLC and Putnam Retail Management Limited Partnership. Abigail is Series 6, 7, 57TO, and SIE licensed. Abigail's specialties include: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
02/13/2020 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
05/12/2014 - 03/13/2020
GOLDMAN SACHS & CO. LLC (BOSTON MA)
MA
08/04/2011 - 11/25/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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