Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Atterbury is an investment advisor representative with Planmember Securities Corp. Harvey has been working in the industry since 1994. Harvey is registered in 15 states. Harvey has a Series 63, 65, 7 and 24 licenses. Harvey has experience working with both individuals and businesses. Harvey is also registered as an investment advisor representative with Atterbury Investment Management, Inc. Harvey's firm, Planmember Securities Corp., provides investment advisory services to individuals, businesses and charities. The firm also provides pension consulting and financial planning services.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/06/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/21/2006 - 10/07/2009
LPL FINANCIAL CORPORATION (RANCHO CUCAMONGA CA)
CA
12/11/2000 - 08/22/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
CA
06/01/2000 - 12/12/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MA
07/12/1999 - 05/18/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/19/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
07/21/1995 - 01/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/22/1993 - 06/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 10/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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