Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Ann Harrison is a financial advisor with over 40 years of experience in the financial services industry. Louise has worked for a number of firms, including CADARET, GRANT & CO., INC., DESCAP SECURITIES, INC. and KAPLAN & CO. SECURITIES INC. Louise is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in several states. Louise is a Certified Financial Planner and has a Series 7, Series 22, and SIE licenses.
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
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
07/09/1996 - 01/14/2004
KAPLAN & CO. SECURITIES INC. (BOCA RATON FL)
NY
10/07/1988 - 07/10/1996
SECO WEST LIMITED (WILLIAMSVILLE NY)
NA
08/14/1986 - 10/17/1988
CADARET, GRANT & CO., INC.
NA
12/05/1985 - 08/12/1986
DESCAP SECURITIES, INC.
NA
04/11/1984 - 02/12/1986
D.B.G. EQUITIES CORPORATION
BC
Issued 01/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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