Unclaimed
Harvey Benard is a financial professional with over 7 years of experience in the financial services industry. Harvey is currently registered with Allstate Financial Services, LLC and holds a Series 6 and Series 63 license. Harvey is also a registered representative in Alabama, Georgia, Louisiana, Mississippi and Texas. Previously, Harvey was registered with Innovation Partners LLC and AXA Advisors, LLC. Harvey has a broad range of experience in the financial services industry and is committed to providing clients with the highest level of 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.
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.
1
2
MS
12/07/2023 - Present
Allstate Financial Services, LLC (Wiggins MS)
NC
05/20/2016 - 12/31/2021
INNOVATION PARTNERS LLC (CHARLOTTE NC)
MS
02/21/2014 - 06/05/2015
AXA ADVISORS, LLC (RIDGELAND MS)
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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