Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey E. Weiner is a registered representative with Park Avenue Securities LLC and has been in the industry since 1982. Harvey has a long history of working in the financial services industry, starting with New York Life Securities Corp in 1982. Harvey holds multiple licenses including Series 1, 63, 6TO, 22TO and SIE. He is also registered in Connecticut, Florida, New Jersey, New York, and Pennsylvania. Harvey provides financial planning, educational seminars, and portfolio management for individuals. He also works as an insurance broker, selling various insurance products outside of Guardian.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
04/16/2021 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
03/21/1988 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
07/23/1985 - 03/14/1988
MONY SECURITIES CORP.
NA
09/27/1982 - 06/26/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 04/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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