Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Patton Harrison is a financial advisor currently registered with Cetera Investment Advisers LLC and has been in the industry since July 26, 2021. Davis Harrison has passed the Series 7TO, SIE, and Series 66 exams. Prior to joining Cetera Investment Advisers LLC, Davis Harrison was employed by Securian Financial Services, Inc.. Davis Harrison works with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Davis Harrison offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/27/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 8/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 1/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Davis Harrison is the right advisor for you? Invested Better is here to help.
