Unclaimed
Douglas Harrison is a financial professional registered in the state of California and Maryland. Douglas is currently employed with Tiaa-cref Individual & Institutional Services, LLC. Douglas has worked in the industry since March 30, 2017 and has the following licenses: Series 63, SIE, and Series 6. Douglas is actively working with clients in both California and Maryland.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
VA
03/31/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Harrison is the right advisor for you? Invested Better is here to help.