Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Allison is a financial professional with over 20 years of experience in the industry. Harvey has a strong background in investment advising, specializing in financial planning, pension consulting, and portfolio management for individuals. Currently, Harvey is registered with Eagle Strategies LLC in Tennessee. Harvey's prior affiliations include MetLife Securities Inc., Metropolitan Life Insurance Company, and Southern Farm Bureau Fund Distributor, Inc. Harvey holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Harvey is committed to helping clients reach their financial goals.
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.
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
VA
04/26/2012 - Present
Eagle Strategies LLC (ROANOKE VA)
MA
06/12/2001 - 02/20/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/12/2001 - 02/20/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MS
01/17/2000 - 06/22/2001
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 2/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Harvey Allison is the right advisor for you? Invested Better is here to help.
