Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Harris is an investment advisor representative who has been active in the financial services industry since October 2013. Currently, George Harris is an advisor with BNY Advisors. George Harris is registered in 50 states and the District of Columbia, working with a broad range of clients including individuals, businesses, institutions, and charitable organizations. George Harris has also previously worked with firms such as Pershing LLC and Morgan Stanley.
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.
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.
Mutual fund screening, model portfolio delivery
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset based fees related to model portfolio delivery
1
2
NJ
03/30/2022 - Present
BNY Advisors (PENNINGTON NJ)
PA
02/27/2019 - 03/04/2024
PERSHING LLC (KING OF PRUSSIA PA)
PA
03/28/2017 - 02/11/2019
MORGAN STANLEY (WEST CONSHOHOCKEN PA)
PA
09/26/2013 - 03/28/2017
MORGAN STANLEY DISTRIBUTION, INC. (WEST CONSHOHOCKEN PA)
IA
Issued 04/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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