Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Harshaw is a financial advisor with over 23 years of experience in the industry. Drew is currently registered with Hornor, Townsend & Kent, LLC and holds licenses for both the Series 7 and Series 66 exams. Drew specializes in providing investment advice for individuals, businesses, pensions and profit-sharing plans, as well as charitable organizations. Drew has previously worked with Truist Investment Services, Inc., BB&T Securities, LLC, and LPL Financial.
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.
Trail commissions, distribution assistance fees
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2
PA
05/06/2024 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
NC
02/17/2021 - 05/03/2024
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/11/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/13/2013 - 07/22/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
03/15/2010 - 09/13/2013
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
06/27/2008 - 02/26/2010
NEXITY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/27/2007 - 11/29/2007
HEWITT FINANCIAL SERVICES LLC (CHARLOTTE NC)
NC
02/02/2007 - 06/27/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
01/19/2000 - 09/22/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
06/17/1999 - 10/06/1999
DLJDIRECT INC. (JERSEY CITY NJ)
BOTH
Issued 07/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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