Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Harvey is a financial advisor with over 13 years of experience in the industry. Donald Harvey is currently registered with Fidelity Personal And Workplace Advisors. Before that, Donald Harvey was registered with Woodbury Financial Services, Inc. Donald Harvey holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Donald Harvey has been registered in Florida, Indiana, Kentucky, Michigan, Ohio, and Pennsylvania. Donald Harvey specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD OH)
MN
06/02/2005 - 06/10/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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