Unclaimed
Mckay Tanner Harrison is an Investment Advisor Representative at Cetera Investment Advisers LLC, specializing in providing financial planning and portfolio management services for individuals, businesses, and pension plans. With over five years of experience in the financial industry, McKay is committed to helping clients achieve their financial goals. He has a strong understanding of the investment landscape and is dedicated to providing personalized advice and guidance.
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
UT
09/05/2023 - Present
Cetera Investment Advisers LLC (IVINS UT)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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