Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Harvey is a financial advisor at Edward Jones. Brian has been in the financial services industry since 2005, and he has a strong background in retirement planning and investment management. Brian is also the president of Brian Harvey Agency Inc. He has earned the Series 6, 7, 63, and 66 securities licenses and the SIE exam. He is registered to provide financial advice in Arizona, California, Florida, Idaho, Oregon, South Carolina, Texas, and Washington. Brian is committed to providing personalized financial advice to help his clients reach their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
OR
07/05/2022 - Present
Edward Jones (HILLSBORO OR)
OR
01/05/2005 - 08/19/2009
AMERICAN FAMILY SECURITIES, LLC (PORTLAND OR)
BOTH
Issued 01/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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