Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Harvey is a financial advisor with over 20 years of experience in the industry. Dana is currently registered with Avantax Advisory Services in Wallingford, CT. Dana has previously worked at MetLife Securities Inc., Metropolitan Life Insurance Company, and H&R Block Financial Advisors, Inc. Dana holds the Series 7, Series 52, Series 63, and Series 65 licenses, as well as the SIE exam. Dana is a highly experienced and qualified financial advisor who can provide clients with a wide range of financial services, including financial planning, portfolio management, and investment advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CT
05/16/2006 - Present
Avantax Advisory Services (WALLINGFORD CT)
MA
08/12/2002 - 06/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/2002 - 06/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
01/17/2000 - 08/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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