Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerri? Claim Your ProfileGerri Harrison is a financial advisor with over 25 years of experience in the financial services industry. Gerri is registered with LPL Financial LLC and holds a Series 6, 7, 24, 63 and 65 license. Gerri also holds the Certified Financial Planner designation. Gerri has held previous registrations with ING Financial Partners, Inc., NYLIFE Securities LLC, and H.D. Vest Investment Services. Gerri provides financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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
NY
01/10/2022 - Present
LPL Financial LLC (ENDICOTT NY)
NY
09/03/2013 - 01/19/2022
J.W. COLE FINANCIAL, INC. (JOHNSON CITY NY)
NY
07/24/2012 - 09/03/2013
ING FINANCIAL PARTNERS, INC. (JOHNSON CITY NY)
NY
04/02/2009 - 07/26/2012
NYLIFE SECURITIES LLC (JOHNSON CITY NY)
NY
12/17/1996 - 12/31/2008
H.D. VEST INVESTMENT SERVICES (JOHNSON CITY NY)
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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