Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harrison is a registered investment advisor with Harbour Investments, Inc. based in Portage, Michigan. Robert has been in the industry for over 30 years, previously working with VERAVEST INVESTMENTS, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Robert holds Series 6, 26, 63, and 65 licenses and specializes in providing financial planning and portfolio management services. Robert Harrison has a strong track record of providing investment advice to individuals, insurance companies, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/28/2010 - Present
Harbour Investments, Inc. (PORTAGE MI)
MA
08/18/1998 - 09/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
12/14/1990 - 08/14/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/14/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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