Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Kortz is a financial advisor with Morgan Stanley. Harrison has been in the industry since 2013 and is registered in both the broker-dealer and investment advisor capacity in several states. Harrison has experience providing investment advice to high-net-worth individuals, corporations, and other institutions. Harrison holds the Series 66 and Series 7 licenses. Harrison also holds the SIE certification. Harrison's current firm, Morgan Stanley, is one of the world's leading financial institutions. Morgan Stanley provides a wide range of financial services to individuals, corporations, and institutions. Harrison's clients can benefit from the firm's extensive resources and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/12/2019 - Present
Morgan Stanley (Chicago IL)
BOTH
Issued 02/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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