Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Harrison is a registered representative with Equitable Advisors, LLC. Jeffrey has been in the financial services industry since July 2007. Jeffrey is licensed to provide financial services in Arizona, California, Colorado, Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania and Virginia. Jeffrey has worked for Ameriprise Financial Services, Inc., and Park Avenue Securities LLC in the past. Jeffrey provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Jeffrey's registrations include Series 7 and Series 66. Jeffrey also holds the SIE exam.
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.
1
2
NY
02/08/2017 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
10/06/2009 - 06/13/2012
PARK AVENUE SECURITIES LLC (HAUPPAUGE NY)
NY
07/12/2007 - 10/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Harrison is the right advisor for you? Invested Better is here to help.
