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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Price Jacobs is a financial advisor with over 20 years of experience in the industry. Harrison is currently registered with Osaic Wealth, Inc. Harrison has a broad range of experience working with clients of various types, including individuals, families, charitable organizations, businesses, and pension plans. Harrison specializes in financial planning, portfolio management, pension consulting, and providing educational seminars. Prior to joining Osaic Wealth, Inc., Harrison worked as a financial advisor with Securities America, Inc., Investacorp, Inc., and Managers Distributors, Inc. Harrison is licensed to provide investment advice in Pennsylvania, New Jersey, and Delaware.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (RADNOR PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RADNOR PA)
PA
05/20/2016 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
CT
12/18/2001 - 10/30/2002
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
WI
10/23/1998 - 03/25/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/08/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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