Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoine? Claim Your ProfileAntoine R Harris is a financial advisor at Osaic Wealth, Inc., a registered investment advisor headquartered in Scottsdale, Arizona. Antoine has been in the financial services industry for over 4 years. Antoine is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Antoine is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Antoine holds the Series 63, Series 65 and Series 7TO securities licenses.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
12/20/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 02/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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