Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Harrison is a financial advisor with Wells Fargo Clearing Services, LLC. Gene has been in the financial services industry since 2006 and has a strong track record of providing investment advice to individuals, families, and businesses. Gene is a Certified Financial Planner™ and a Chartered Financial Analyst, demonstrating his commitment to providing clients with the highest quality financial advice. Gene is passionate about helping clients achieve their financial goals and is committed to providing them with personalized service and guidance.
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.
Investment consulting services to institutional clients
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.
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2
MO
04/14/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MT
06/01/2006 - 09/03/2010
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 04/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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