Unclaimed
Kanisha Ava Harris is a financial professional with over 20 years of experience in the financial services industry. Kanisha is currently registered with Osaic Wealth, Inc. and has a Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 6 license. Kanisha provides financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Kanisha is committed to helping clients achieve their financial goals and can help clients with portfolio management for individuals and businesses. Kanisha has a strong track record of success and is dedicated to providing her clients with the highest level of service.
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.
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2
AZ
07/24/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/07/2018 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
09/07/2007 - 03/09/2018
SCOTTRADE, INC. (SANDY SPRINGS GA)
GA
02/23/2007 - 08/29/2007
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
02/01/2006 - 08/29/2007
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
12/13/2002 - 01/17/2006
GPC SECURITIES, INC. (ATLANTA GA)
GA
07/25/2002 - 12/05/2002
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
08/28/2000 - 12/05/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
04/12/2000 - 08/08/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/2000 - 08/08/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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