Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Harrison is a financial advisor with over 20 years of experience in the industry. Brian is a Certified Financial Planner™ professional and has been registered with the state of Massachusetts since 2019. Brian is currently registered with Savvi Financial LLC as a Registered Representative and Investment Advisor Representative. Brian specializes in financial planning and portfolio management for individuals. Brian has experience working with a wide range of clients, including individuals, families, and businesses. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
08/21/2019 - Present
Savvi Financial LLC (WALTHAM MA)
MA
09/16/2014 - 12/13/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)
MA
05/25/2006 - 09/03/2014
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
02/26/2003 - 06/01/2006
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MA)
MA
07/02/2002 - 02/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/02/2002 - 02/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
06/09/1999 - 06/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/09/1999 - 06/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/01/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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