Unclaimed
Harvey MacLin is a financial advisor in Atlanta, GA with 9 years of experience in the industry. Harvey MacLin is currently registered with Equity Services, Inc. Harvey MacLin has been a registered representative since 2013 and is also an Investment Advisor Representative. Previously, Harvey MacLin was registered with Aegis Capital Corp., Investcorp, Inc., LPL Financial LLC, Securian Financial Services, Inc., and Mutual of Omaha Investor Services, Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/01/2020 - Present
Equity Services, Inc. (ATLANTA GA)
GA
02/07/2020 - 10/19/2020
AEGIS CAPITAL CORP. (ATLANTA GA)
GA
01/02/2018 - 03/06/2020
INVESTACORP, INC. (ATLANTA GA)
GA
01/07/2016 - 01/19/2018
LPL FINANCIAL LLC (ATLANTA GA)
GA
05/14/2013 - 12/21/2015
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/19/2013 - 05/13/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ATLANTA GA)
BOTH
Issued 05/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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