Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Brode is a financial advisor with over 55 years of experience in the industry. Harvey currently works with Osaic Advisory Services, LLC, where they are providing financial advice to individuals, corporations and charitable organizations. Harvey has previously worked for Securities America, Inc., Dalton Strategic Investment Services Inc., Haas Financial Products, Inc., G. R. Phelps & Co., Inc., and Cigna Securities, Inc. Harvey is a Certified Financial Consultant and specializes in providing investment advice. Harvey is registered to provide advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Mississippi, and Ohio.
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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
06/11/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Farmington MI)
IN
01/04/2011 - 07/01/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (KNIGHTSTOWN IN)
MI
05/22/1990 - 12/31/2010
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
NA
05/20/1969 - 05/10/1990
G. R. PHELPS & CO., INC.
NA
03/05/1974 - 01/11/1984
CIGNA SECURITIES, INC.
BC
Issued 03/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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