Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harris? Claim Your ProfileHarris Greene is a financial advisor with Ameriprise Financial Services, LLC. Harris has been in the financial services industry since 1998. Harris holds the Series 7, Series 63, Series 24, Series 66, and Series 82TO licenses. Harris is registered to provide investment advice in California, Florida, Michigan, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Wisconsin. Harris has previous experience with Northwestern Mutual Investment Services, LLC, MSI Financial Services, Inc., NYLIFE Securities LLC, and PRUCO Securities, LLC. Harris is also registered as an investment advisor representative in Pennsylvania and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
PA
02/01/2024 - Present
Ameriprise Financial Services, LLC (Camp Hill PA)
PA
02/16/2017 - 06/28/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mechanicsburg PA)
PA
04/14/2015 - 02/06/2017
MSI FINANCIAL SERVICES, INC. (CAMP HILL PA)
PA
07/16/2008 - 02/06/2015
NYLIFE SECURITIES LLC (HARRISBURG PA)
PA
11/14/2006 - 04/28/2008
PRUCO SECURITIES, LLC. (CAMP HILL PA)
VA
01/27/2004 - 10/19/2006
NYLIFE SECURITIES INC. (VIENNA VA)
MN
08/24/1998 - 11/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/1998 - 11/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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