Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Harrison is a financial advisor who is registered with Raymond James Financial Services Advisors, Inc.. He holds Series 7 and Series 66 licenses, and has been in the securities industry since 2018. Todd works with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. He offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. He also provides hourly and fixed rate consultations. Todd is registered in a number of states, including Arizona, California, Florida, Hawaii, Idaho, Iowa, Oregon, Utah, and Washington.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
08/09/2019 - Present
Raymond James Financial Services Advisors, Inc. (CORVALLIS OR)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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