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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fred Harrison is an investment advisor representative with Stancorp Investment Advisers, Inc. John has over 25 years of experience in the financial services industry. John is registered to provide investment advice in multiple states and specializes in retirement planning and wealth management.
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.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
01/01/2007 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
PA
12/07/2005 - 01/01/2007
INVESMART SECURITIES, LLC (MECHANICSBURG PA)
RI
10/21/1999 - 06/10/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/22/1995 - 08/20/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
06/22/1995 - 07/20/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/22/1995 - 07/20/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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