We found the following information about Harrison Bromley at Secure Planning Group, Llc, where Harrison Bromley has worked as a Lpl Financial Advisor since 2018. Harrison's total work experience is over six years, during which time Harrison Bromley had at least six jobs at different companies to develop skills. Harrison studied at the West Chester University of Pennsylvania from 2011 to 2014. This person received the following certifications: Series 7 and Series 66. Currently, Harrison Bromley lives in Philadelphia, Pennsylvania. You can contact with Harrison by searching for phone or email address or get full info by requesting access to this person's further details from SoftwareOfficial.
Name variants:
Harris Bromley
Last updated May 19, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
255 west Uwchlan Ave, Downingtown, PA 19335
from Nov 2017
Registered Client Associate
New York, NY
Provide sales support to financial adviser
Prospect to help grow book of business
Analyze market and economic data to help adapt new investment strategies
Process account service request...
Apr 1, 2015 — Nov 2017
Customer Sales and Service Representative
420 Montgomery St, San Francisco, CA 94129
Satisfy all customer service needs and help customers achieve financial success
Accurately assess customer’s needs and implement the appropriate products/services
Provide prompt quality s...
May 2014 — Apr 2015
Executive Board Member
Project, calculate and prepare annual budget with fellow Executive Board members
Organize and maintain travel itineraries
Responsible for financial activities of team and summarizing meet...
Apr 2013 — May 2014
Chief Marketing Officer
Promoted and marketed camps
Developed individual strength training drills and team building skills
Structured finances
May 2012 — May 2014
Education
2011 — 2014
2010 — 2011
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Powerpoint
Microsoft Word
Microsoft Office
Customer Service
Leadership
Investments
Public Speaking
Financial Analysis
Bloomberg
Access
Business Analysis
Financial Modeling
Sales
Banking
FAQs about Harrison Bromley
What is the main profession of Harrison Bromley?
The expert is a Lpl Financial Advisor.
What jobs is Harrison proficient at at?
Harrison Bromley is proficient at Financial Broker and Financial Consultant jobs.
Where does Harrison Bromley currently live?
Philadelphia, Pennsylvania is the place where Harrison Bromley lives
How many companies did Harrison Bromley work at?
The professional worked at six jobs.
Where has Harrison Bromley studied?
Harrison studied at the West Chester University of Pennsylvania from 2011 to 2014.
Are there any certifications, that Harrison Bromley has?
This expert received the following certifications: Series 7 and Series 66.
What is professional industry that Harrison Bromley is connected to?
Harrison Bromley works in Financial Services industry.
What are professional skills of Harrison Bromley?
Harrison has the following skills: Microsoft Excel, Powerpoint, Microsoft Word, Microsoft Office, Customer Service, Leadership, Investments, Public Speaking, Financial Analysis, Bloomberg, and Access.