Steffan
Harrison
Bmo Direct Invest Inc
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About this Advisor
Steffan Harrison is a financial advisor working out of Chicago, Illinois, with a total of 1 year of relevant experience. Harrison is currently employed by Bmo Direct Invest Inc. Throughout their career, they have worked at Jp Morgan Securities LLC, First Midwest Bank, Saddle River Landscaping, Perimeter Logistics, Bmo Harris Bank and Bmo Direct Invest. Harrison holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Bmo Direct Invest Inc is a registered investment business headquartered in Chicago, IL. It manages $1 million in total assets between its 66 customer accounts, placing it among the smaller firms in the United States by assets under management. Bmo Direct Invest Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the type of financial services provided. Fee types charged by Bmo Direct Invest Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bmo Direct Invest Inc Brokerage Details
$1,165,941
4
66
$17,666
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steffan Harrison Work History
Steffan has been registered as a financial advisor for 1 years.*
Bmo Direct Invest
Perimeter Logistics
Bmo Harris Bank
Saddle River Landscaping
First Midwest Bank
Jp Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steffan Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bmo Direct Invest Inc
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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