Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Kaluzna is a financial advisor with SPC, a firm with a wide range of experience serving individuals, businesses, and institutions. Harvey has been working in the financial services industry since 1990 and has built a strong reputation for providing comprehensive financial planning and investment management services. Harvey holds multiple licenses and certifications, including Series 6, 7, 63 and 65. Harvey is also a Chartered Financial Consultant and is well-versed in a variety of financial planning topics, including retirement planning, college savings, estate planning, and insurance. Harvey's commitment to his clients is evident in his long tenure in the industry and his dedication to providing personalized and professional service.
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.
Consultation services
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.
Seminar attendance fees
1
2
IL
06/23/2014 - Present
SPC (Buffalo Grove IL)
IL
05/04/2004 - 10/06/2006
FSC SECURITIES CORPORATION (NORTHBROOK IL)
MN
08/09/1990 - 05/06/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 12/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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