Unclaimed
Gregory Harrison is a financial advisor with over 12 years of experience in the financial services industry. Gregory holds a Series 7, Series 63, and Series 66 license as well as the SIE. Gregory currently works with International Assets Investment Management, LLC, an investment advisory firm based in Orlando, FL. Gregory's professional background includes roles with Ameriprise Financial Services, LLC, Edward Jones and Wells Fargo Advisors. Gregory's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Gregory is a member of several community organizations in the El Dorado area, including the El Dorado Oilers, El Dorado Boys and Girls Club, El Dorado Jaycees, El Dorado Parks and Playground Commission, El Dorado Rotary, and Union County Chamber of Commerce. Gregory is also a Justice of the Peace for Union County.
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.
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.
1
2
FL
07/07/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
AR
08/30/2019 - 07/12/2022
AMERIPRISE FINANCIAL SERVICES, LLC (El Dorado AR)
AR
09/16/2011 - 09/05/2019
EDWARD JONES (EL DORADO AR)
AR
08/13/2010 - 09/19/2011
WELLS FARGO ADVISORS, LLC (EL DORADO AR)
BOTH
Issued 11/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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