Unclaimed
Harrison Holdren Cross is a registered investment advisor representative with Truist Advisory Services, Inc. Harrison holds the Series 63, 65, 7TO, and SIE licenses. Harrison specializes in providing investment advisory services, including financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
10/05/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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