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Harvey Irvin Tegeler

Prosperity Wealth Management, Inc.

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About Harvey Irvin Tegeler

Harvey Tegeler is an Investment Advisor Representative at Prosperity Wealth Management, Inc.. Harvey has over 20 years of experience in the financial services industry. Harvey is licensed to provide investment advice in Delaware, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. Harvey specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Harvey Tegeler is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harvey Tegeler’s Registration & Firm History

CA

01/03/2020 - Present

Prosperity Wealth Management, Inc. (SAN RAMON CA)

MD

12/01/2006 - 06/02/2017

QUESTAR CAPITAL CORPORATION (WESTMINSTER MD)

MD

01/13/2000 - 12/01/2006

USALLIANZ SECURITIES, INC. (WESTMINSTER MD)

AZ

12/14/1998 - 12/31/1999

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

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Licenses & Designations

IA

Issued 04/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harvey Irvin Tegeler.
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