Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harrison is a financial advisor with over 30 years of experience in the industry. David has been registered with Newedge Advisors since 2021. Previously, David has held positions at several firms including North Star Investment Services, Inc., Wachovia Securities, LLC, Mesirow Financial, Inc., and Edward D. Jones & Co., L.P. David holds the Series 7, 63, 65, and SIE licenses and is a Certified Financial Planner. David specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
IL
11/01/2021 - Present
Newedge Advisors (Evanston IL)
IL
02/02/2004 - 05/31/2006
NORTH STAR INVESTMENT SERVICES, INC. (NORTHBROOK IL)
MO
09/18/2000 - 08/27/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
04/17/1996 - 09/28/2000
MESIROW FINANCIAL, INC. (CHICAGO IL)
MI
01/01/1995 - 04/15/1996
COMERICA SECURITIES (DETROIT MI)
WI
04/22/1994 - 04/02/1996
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NA
04/27/1994 - 01/01/1995
COMERICA FINANCIAL SERVICES, INC.
WI
11/25/1992 - 04/18/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
08/02/1991 - 09/29/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
03/13/1991 - 04/03/1991
GUARDIAN INTERNATIONAL SECURITIES CORP.
NA
12/11/1990 - 03/14/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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