Unclaimed
Steven Duval Harrison is an investment advisor representative with Advisory Services Network. Steven has been in the industry for over 20 years, and has experience working with individuals, high-net-worth individuals, corporations and charitable organizations. Steven provides financial planning and portfolio management services to clients. Steven is registered with the states of Florida and Maine. Steven is also a partner in a construction company where he handles bookkeeping and accounting. Steven Harrison's previous experience includes positions at Cambridge Investment Research, Inc., Bangor Securities, Inc., Quick & Reilly, Inc., and Banc of America Investment Services, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/14/2015 - Present
Advisory Services Network (ATLANTA GA)
ME
09/09/2008 - 08/26/2009
PURSHE KAPLAN STERLING INVESTMENTS (BREWER ME)
ME
03/21/2007 - 10/03/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (BREWER ME)
ME
03/02/2007 - 03/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (BREWER ME)
ME
03/16/2005 - 03/02/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (OLD TOWN ME)
ME
11/17/2004 - 03/10/2005
BANGOR SECURITIES, INC. (PORTLAND ME)
MA
10/20/2004 - 11/19/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/28/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 09/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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