Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Williamson has been in the financial services industry since 1993 and is currently registered with Raymond James & Associates, Inc. in Centerville, OH. Harry holds licenses for both broker-dealer and investment advisor activities. Previous employers include WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Harry has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Harry specializes in providing financial planning, portfolio management, and investment advice services.
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
OH
03/06/2010 - Present
Raymond James & Associates, Inc. (Centerville OH)
OH
01/01/2008 - 01/25/2010
WELLS FARGO ADVISORS, LLC (DAYTON OH)
OH
04/05/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTON OH)
NY
04/06/1993 - 03/31/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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