Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Harrison is a financial advisor with Fidelity Personal and Workplace Advisors. Richard has been in the financial industry since 2008. Richard has a broad range of experience and is registered to offer investment advice in several states. Richard has a strong track record of providing financial planning and portfolio management services to clients.
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.
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
VA
10/20/2023 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
RI
03/12/2019 - 10/04/2023
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
TX
08/28/2009 - 12/23/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
04/09/2009 - 07/16/2009
NYLIFE SECURITIES LLC (PROVIDENCE RI)
RI
08/29/2008 - 11/21/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 09/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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