Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harriet? Claim Your ProfileHarriet Parker is a financial advisor with over 26 years of experience in the industry. Harriet has held positions at several prominent financial institutions, including Merrill Lynch, Salomon Smith Barney, Citigroup Global Markets, Morgan Stanley Smith Barney, and UBS Financial Services. Harriet specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Harriet is currently registered with Greenwich Wealth Management, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive
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
CT
10/10/2024 - Present
Greenwich Wealth Management, LLC (GREENWICH CT)
CT
07/23/2010 - 06/03/2022
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
CT
06/01/2009 - 08/16/2010
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
02/21/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NY
03/16/1999 - 02/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/20/1996 - 02/04/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/22/1996 - 02/27/1996
SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Harriet Parker is the right advisor for you? Invested Better is here to help.
