Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison McDougal is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Harrison has been working in the financial services industry since August 16, 2017. Harrison is licensed in multiple states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Harrison was associated with The Leaders Group, Inc., M HOLDINGS SECURITIES, INC. and MWA FINANCIAL SERVICES INC.. Harrison holds Series 6, 7TO, 63, 65 and SIE licenses. Harrison McDougal specializes in providing financial advice to individuals and businesses. Harrison's services include portfolio management, financial planning, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IN
07/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANAPOLIS IN)
IN
01/02/2019 - 06/08/2020
THE LEADERS GROUP, INC. (Indianapolis IN)
IN
10/13/2017 - 12/31/2018
M HOLDINGS SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/16/2017 - 10/17/2017
MWA FINANCIAL SERVICES INC. (KOKOMO IN)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Harrison McDougal is the right advisor for you? Invested Better is here to help.
