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Harry Noble Pearson

Oneascent Financial Services LLC

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About Harry Noble Pearson

Harry Noble Pearson is an Investment Advisor Representative with Oneascent Financial Services LLC. Harry is a Certified Financial Planner and has over 25 years of experience in the financial services industry. Harry has been affiliated with Oneascent Financial Services LLC since February 2017. Prior to joining Oneascent, Harry was with Ameriprise Financial Services, Inc. Harry holds Series 7, 9, 10, 24 and 63 licenses. Harry is registered in Alabama and Texas. Harry is also affiliated with Oneascent Wealth Management, Oneascent Capital and Oneascent Family Offices. Harry specializes in providing financial planning services to individuals, families, and small businesses.

Firm Information

Harry Pearson is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harry Pearson’s Registration & Firm History

AL

04/05/2018 - Present

Oneascent Financial Services LLC (Birmingham AL)

AL

04/25/1997 - 02/21/2017

AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

MN

04/25/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/02/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Harry Noble Pearson. Review regulatory record here.
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