Unclaimed
Harrison Sauter is a financial professional with over 2 years of experience in the financial services industry. Harrison is currently registered with Cetera Investment Advisers LLC and is located in Scottsdale, Arizona. Prior to joining Cetera Investment Advisers LLC, Harrison worked at Raymond James Financial Services, Inc. in Jackson, Wyoming. Harrison holds the Series 66, Series 7TO and SIE securities licenses. Harrison specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Harrison has a strong background in the financial services industry and is committed to providing clients with personalized financial advice.
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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2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
WY
02/27/2023 - 02/07/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Jackson WY)
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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