Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stratton? Claim Your ProfileStratton Harrison is a financial advisor with over 4 years of experience in the industry. Stratton currently works at Xypn Invest, a firm with 15 Investment Advisor Representatives and 1 Licensed Agent, providing investment advisory services to other investment advisors. Stratton is a Certified Financial Planner, and previously worked at Robert W. Baird & Co. Incorporated and RBC Capital Markets, LLC. Stratton is registered as an investment advisor representative in Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/14/2025 - Present
Xypn Invest (Chicago IL)
IL
05/10/2021 - 07/29/2024
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
09/30/2020 - 05/11/2021
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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