Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Parker Okin is a registered representative with Citigroup Global Markets Inc., a firm with over 10,000 clients and more than $50 billion in assets under management. Harrison is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. Harrison has been in the financial industry since February 2019 and has passed the Series 63, Series 7, Series 79 and SIE exams. Harrison specializes in providing financial advice to individuals, businesses, investment companies, charitable organizations, and pension and profit sharing plans. Harrison's expertise lies in asset allocation advice, financial planning, pension consulting and portfolio management. Harrison provides asset management services on a fee-only basis.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/19/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 01/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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