Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Harvey is a financial advisor at Stratos Wealth Partners, Ltd. She has been in the financial industry since 2015 and has experience at several firms including Morgan Stanley, J.P. Morgan Securities LLC, and AXA Advisors, LLC. Autumn holds Series 6, 7 and 66 securities licenses. Autumn provides financial planning, pension consulting, educational seminars and portfolio management services to individuals, businesses and charitable organizations. She is also an Investment Advisor Representative of Stratos Wealth Partners, LTD and provides administrative support to the firm.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
06/09/2020 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
10/18/2019 - 06/10/2020
MORGAN STANLEY (PEPPER PIKE OH)
OH
09/22/2017 - 10/16/2019
J.P. MORGAN SECURITIES LLC (WILLOUGHBY OH)
OH
08/29/2015 - 08/23/2017
AXA ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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