Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Bromley is a financial advisor registered with Wells Fargo Clearing Services, LLC. Harrison has been a registered representative for over 9 years and has a broad experience in financial planning, portfolio management and investment consulting services. Harrison is also a Certified Financial Planner, and holds FINRA Series 66, 7, and SIE licenses. Harrison has previously worked with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Vanguard Group, Inc.. Harrison is committed to providing a personalized and comprehensive approach to wealth management.
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.
Investment consulting services to institutional clients
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
PA
07/15/2024 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
PA
09/15/2022 - 08/05/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
07/24/2018 - 09/06/2022
LPL FINANCIAL LLC (HORSHAM PA)
PA
09/24/2015 - 11/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
BOTH
Issued 11/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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