Unclaimed
David Harrison is a financial advisor with Fidelity Brokerage Services LLC. David has been in the financial industry for over 16 years. David has held prior positions at Fidelity Investments Institutional Services Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is licensed to offer investment advice in all 50 states.
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.
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.
1
2
TX
04/09/2015 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
RI
09/13/2001 - 11/01/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
04/04/2000 - 08/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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