Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey McAllister is a financial advisor with Pershing LLC, a brokerage firm. Harvey holds Series 7, Series 99 and SIE licenses and is registered with FINRA and the state of Florida. Harvey has been in the financial services industry since August 2020. Previously Harvey was employed by Charles Schwab & Co., Inc., an investment firm.
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
FL
12/16/2022 - Present
Pershing LLC (LAKE MARY FL)
FL
08/06/2020 - 12/19/2022
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 02/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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