Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Chang is a financial advisor with over 18 years of experience in the financial services industry. Harrison has held various roles at several prominent firms including Western International Securities, Inc., J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Harrison is an investment advisor representative at IP Financial Advisory Services LLC. Harrison provides a range of advisory services to individuals and businesses, including financial planning, retirement planning, portfolio management, and consulting.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
CA
06/21/2024 - Present
IP Financial Advisory Services LLC (Laguna Hills CA)
CA
12/02/2017 - 07/03/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Pasadena CA)
CA
05/18/2016 - 06/29/2017
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
12/08/2014 - 03/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
NA
05/09/2007 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (TAIPEI )
NY
06/29/2004 - 10/12/2005
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
07/13/2000 - 05/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2002
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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