Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Harvey is an investment advisor representative with Robert W. Baird & Co. Inc. Christian has been in the industry since April 1998. Christian has worked for several companies, including J.P. MORGAN SECURITIES LLC, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. Christian is currently registered in Maryland and the District of Columbia. Christian has passed the Series 7TO, Series 6TO, SIE, Series 99, and Series 62 exams. Christian specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MD
12/13/2023 - Present
Robert W. Baird & Co. Inc. (Baltimore MD)
MD
09/11/2020 - 07/27/2022
J.P. MORGAN SECURITIES LLC (Towson MD)
MD
01/13/2001 - 12/31/2019
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/26/1997 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 12/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2012
Series 99 - Operations Professional Examination
BC
Issued 06/25/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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