Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace William Harris is a financial advisor with LPL Financial LLC, registered in Illinois. Wallace has been in the financial services industry for over 10 years and has experience with BMO Harris Financial Advisors, Inc. His areas of expertise include portfolio management, financial planning, and pension consulting. Wallace has earned the Series 66, Series 24, and Series 7 licenses. He is a member of the Metropolitan Family Services board of directors, as well as a member of the board for Stoker Ostler Wealth Advisors Inc. Wallace is also a board member for St. Ignatius College Prep School and the Bank Insurance and Securities Association.
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.
Consulting and other non-discretionary advisory services
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
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
07/11/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 06/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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