Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Harris is an investment advisor representative with Morgan Stanley. William has been in the industry since 1985 and holds several professional licenses. He is currently licensed as a registered representative (RA) in Florida and Texas. William has a proven track record of success in the financial services industry and is committed to providing his clients with personalized investment advice and guidance. William's experience and expertise make him a valuable resource for individuals, families, and businesses looking to achieve their financial goals. He works with a range of clients, including individuals, families, trusts, businesses, and charitable organizations. William provides a variety of financial services, including investment management, financial planning, and retirement planning. William's specializations include portfolio management, investment strategy, and retirement planning. He is committed to building long-term relationships with his clients based on trust, transparency, and integrity.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (MELBOURNE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELBOURNE FL)
FL
01/23/1985 - 04/02/2007
MORGAN STANLEY DW INC. (MELBOURNE FL)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 15 - Foreign Currency Options Examination
BC
Issued 06/26/1998
Series 5 - Interest Rate Options Examination
BC
Issued 06/12/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Harris is the right advisor for you? Invested Better is here to help.
