Unclaimed
Earl Dunbar Harrison III is an investment advisor representative with Morgan Stanley. Earl has been in the financial services industry since 1993. He has extensive experience providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Earl is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 31, and 63 licenses. He is also a registered investment advisor representative in Georgia and Texas. Earl is committed to providing his clients with personalized service and sound financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/28/2014 - Present
Morgan Stanley (Atlanta GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
12/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
MA
01/01/1998 - 12/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
09/30/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 10/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Earl Harrison is the right advisor for you? Invested Better is here to help.