Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey McInerney is a financial advisor with Raymond James & Associates, Inc., located in Wellesley Hills, Massachusetts. Harvey has over 40 years of experience in the financial services industry. Harvey is a registered representative and investment advisor representative. Harvey has passed the Series 7, Series 63, Series 1, and Series 65 exams. Harvey is also licensed in 17 states.
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.
Please see note in schedule d - miscellaneous
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
MA
03/23/2023 - Present
Raymond James & Associates, Inc. (WELLESLEY HILLS MA)
MA
11/12/2015 - 03/21/2023
WELLS FARGO CLEARING SERVICES, LLC (WALTHAM MA)
MA
11/07/2008 - 11/13/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WELLESLEY HILLS MA)
MA
10/25/2002 - 11/14/2008
RBC CAPITAL MARKETS CORPORATION (WELLESLEY HILLS MA)
NY
10/22/1998 - 10/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
11/02/1990 - 10/26/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/01/1987 - 11/09/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/03/1982 - 09/08/1987
PAINEWEBBER INCORPORATED
NA
03/03/1980 - 08/30/1982
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 09/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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