Unclaimed
Clayton Harrison is a financial advisor with Ameriprise Financial Services, LLC. Clayton has been in the industry since 2009. Clayton specializes in working with individuals, families, and businesses to develop financial plans that meet their unique goals. Clayton holds Series 63 and Series 65 licenses, and is registered with the state of Washington. Clayton is also a Registered Representative of Ameriprise Financial Services, Inc., and holds a Series 7 license. Clayton is dedicated to providing personalized service and helping clients achieve their financial goals. Clayton's office is located in Mercer Island, Washington, and clients can also reach Clayton in Minneapolis, Minnesota.
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
WA
05/15/2024 - Present
Ameriprise Financial Services, LLC (Mercer Island WA)
IA
Issued 10/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clayton Harrison is the right advisor for you? Invested Better is here to help.