Unclaimed
Vermond Scott Harris is an investment professional with over 20 years of experience. Vermond has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Previously, Vermond worked with CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Vermond holds the Series 63, Series 65, Series 7 and SIE licenses. Vermond is a registered Investment Advisor in Ohio, Texas and West Virginia.
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
WV
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HUNTINGTON WV)
WV
07/06/2005 - 08/23/2006
CHASE INVESTMENT SERVICES CORP. (SCOTT DEPOT WV)
IL
11/21/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/21/2001 - 11/18/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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