Unclaimed
Paige Reese Harrison is a financial advisor with Wells Fargo Clearing Services, LLC. Paige has been in the financial services industry since February 2015. Paige is registered with the state of Virginia and holds the Series 63, 66, 7, 9 and 10 securities licenses, as well as the SIE. Previously, Paige was a financial advisor with AXA Advisors, LLC in Richmond, Virginia. Paige specializes in providing financial planning, portfolio management and investment consulting services to individuals, businesses and institutions. Paige also provides services to pension plans.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/05/2015 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
VA
02/04/2015 - 06/04/2015
AXA ADVISORS, LLC (RICHMOND VA)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paige Harrison is the right advisor for you? Invested Better is here to help.