Attorney

Isaac Harris

Senior Financial Advisor and Lead Trader with over 10 years of experience in financial markets and investment management. Managing a team of 34 professionals. Specialized in strategic trading, capital management, and developing effective financial solutions for private and corporate clients.

Phone number: 1 943-300-9762‬
WhatsApp: 1 224-260-7856
isaac.harris@xtrade-fx.com

My services

For private clients
Providing personalized financial solutions for private clients with a focus on capital preservation and growth. Over 10 years of experience in trading and investment consulting allows me to build effective strategies tailored to each client’s financial goals.
Services:
- Personal investment advisory
- Capital and risk management
- Trading strategy development
- Financial market consulting
- Long-term portfolio planning
- Trade analysis and сопровождение сделок
- Trading education and mentorship
For commercial clients
Providing professional financial and analytical services for businesses and corporate clients. Leading a team of 34 professionals, delivering a comprehensive approach to financial planning, asset management, and strategic business development.
Services:
- Corporate financial consulting
- Market and investment analysis
- Corporate asset management
- Hedging and risk management strategies
- Financial planning and optimization
- Investment project support
- Building and training trading teams

Brokercheck by Finra

Work experience and practice

I started my career at a small European brokerage company as a financial specialist. Over the years, I progressed from analytics and client support to managing large-scale financial operations and leading a team of 34 professionals.

With more than 10 years of experience, I have worked through different market cycles — from periods of extreme volatility and financial crises to strong market growth phases. This experience helped me develop a systematic approach to capital management, risk control, and strategic trading.
Practical expertise includes:

Managing private and corporate investment portfolios
Risk management in unstable market conditions
Development of short-term and long-term trading strategies
Supporting clients during market кризисов
Analysis of high-volatility assets and market entry opportunities
Building effective team trading systems
Financial planning and capital growth strategies

Professional case experience includes:

Recovery of investment portfolios after major drawdowns
Development of anti-crisis financial strategies
Capital management during inflation and market instability
Creating customized solutions for investors with different risk profiles
Optimization of trading operations and team performance efficiency

Licenses & Awards

Business Financing Solutions Certificate (2023

Awarded for outstanding expertise in capital management, investment strategies, and financial consulting

Certificate of Excellence — Private Investment Analysts Association (2021)

Awarded for outstanding performance in investment analysis and portfolio strategy development.

Certified Financial Planner (CFP)

International certification confirming advanced expertise in financial planning, investment advisory, and capital management.

Chartered Financial Analyst (CFA)

International qualification confirming advanced expertise in investment analysis, asset management, and financial markets.

Financial Planning Excellence Certificate (2018)

Certificate recognizing outstanding professionalism and expertise in financial planning and strategic analysis.

Letter of Appreciation — Levinson Capital Group

Official recognition for outstanding professionalism, strategic insight, and expertise in investment analysis.

Contact me

Mr. Isaac Harris
Senior financial advisor, leading trader

Phone number: 1 516-243-1738
Other number 1 943-300-9762‬
WhatsApp: 1 224-260-7856
Email: isaac.harris@xtrade-fx.com

My office hours are from 2-10 pm EST