Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anson? Claim Your ProfileAnson Trent Harris is a financial advisor with over 19 years of experience in the industry. Currently, Anson is a registered representative at Ameriprise Financial Services, LLC, where Anson is active in both Broker-Dealer and Investment Advisor capacities. Anson also holds a Series 7, Series 31, Series 63, and Series 66 license. Anson has previously been registered with several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, AXA Advisors, LLC and Banc of America Securities LLC. Anson has expertise in asset allocation, portfolio management, and financial planning. Anson works with a range of clients, including individuals, families, trusts, estates, businesses, and institutions.
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.
Asset allocation services
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
MD
09/08/2023 - Present
Ameriprise Financial Services, LLC (BETHESDA MD)
DC
07/07/2014 - 11/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
CT
05/12/2011 - 07/14/2014
MORGAN STANLEY (HARTFORD CT)
CT
07/21/2009 - 05/16/2011
AXA ADVISORS, LLC (FARMINGTON CT)
NY
03/04/2005 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/20/2004 - 03/02/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anson Harris is the right advisor for you? Invested Better is here to help.
