Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Wirth is a financial advisor who has been working in the financial industry since 2019. Harrison is registered with the state of New York and Texas. Harrison works at Creative Planning, LLC, which is a firm with over $175 billion in assets under management. Harrison has a strong background in finance and has a passion for helping individuals and families achieve their financial goals. Harrison is a graduate of Columbia University. Harrison's work history also includes roles at Maxim Group LLC, Quontic Bank, Merrill Lynch, Pierce, Fenner, & Smith Incorporated, and Sportstars, Inc.
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.
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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NY
12/14/2023 - Present
Creative Planning (New York NY)
NY
01/16/2020 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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