Unclaimed
Harrison Halbach is a licensed registered representative at Raymond James & Associates, Inc., specializing in providing financial advice to individuals and businesses. With a strong background in investment banking and research analysis, Harrison is well-equipped to help clients achieve their financial goals. Harrison is licensed in Texas and holds the Series 63, 79TO, 86, 87, and SIE licenses. Harrison joined Raymond James in 2019 and has been actively involved in helping clients navigate the complexities of the financial markets.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
01/25/2019 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/25/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/09/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Harrison Halbach is the right advisor for you? Invested Better is here to help.