Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harmon? Claim Your ProfileHarmon Wright is a financial advisor with over 35 years of experience in the financial services industry. Harmon began their career at A.G. Edwards & Sons, Inc., where they worked from 1987 to 1995. They later joined Morgan Stanley DW Inc., where they were a Registered Representative from 1995 to 2007. In 2007, Harmon joined Morgan Stanley & Co. Incorporated, where they worked until 2009, when they transitioned to Morgan Stanley Smith Barney. Harmon joined Raymond James & Associates, Inc. in 2017, where they currently hold the position of Registered Representative. Harmon holds a number of licenses, including Series 7, 8, 9, 10, 31, 63, and 65. Harmon also has a number of designations, including Certified Financial Planner. Harmon has a proven track record of success in the financial services industry and is committed to providing their clients with personalized financial advice.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/27/2017 - Present
Raymond James & Associates, Inc. (Trinity FL)
FL
06/01/2009 - 02/27/2017
MORGAN STANLEY (LUTZ FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUTZ FL)
FL
07/31/1995 - 04/02/2007
MORGAN STANLEY DW INC. (PORT RICHEY FL)
MO
06/12/1987 - 08/01/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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