Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eldon? Claim Your ProfileEldon Sidney Harris is a financial advisor registered with Morgan Stanley. Eldon has been working in the financial industry since November 2005 and holds registrations for both broker-dealer and investment advisor activities. Eldon has been a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Citizens Securities, Inc., KEY Investment Services LLC, Northwestern Mutual Investment Services, LLC and Citigroup Global Markets Inc. Eldon has been a financial advisor at Morgan Stanley since March 2022. Eldon has the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66. Eldon is licensed in all states in the United 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.
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
NY
10/14/2022 - Present
Morgan Stanley (ALBANY NY)
NY
11/12/2018 - 03/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLIFTON PARK NY)
NY
04/21/2017 - 12/07/2018
LPL FINANCIAL LLC (ALBANY NY)
NY
12/19/2014 - 04/10/2017
CITIZENS SECURITIES, INC. (SARATOGA SPRINGS NY)
NY
06/30/2011 - 12/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NY
12/01/2009 - 06/27/2011
KEY INVESTMENT SERVICES LLC (ALBANY NY)
NY
03/05/2009 - 11/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LATHAM NY)
NY
06/15/2007 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
NY
03/31/2006 - 06/07/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LATHAM NY)
NY
09/08/2005 - 02/28/2006
FIRST INVESTORS CORPORATION (ALBANY NY)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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