Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Dash is a registered investment advisor representative with State Farm Investment Management Corp. Harvey has been in the financial services industry since March 11, 1990. Harvey holds Series 6, 7, 63, 65, and SIE licenses. Harvey has previous experience with firms such as Pruco Securities, LLC., National Planning Corporation, Investment Professionals, Inc., and Invest Financial Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/04/2024 - Present
State Farm Investment Management Corp. (Woodbury NJ)
NJ
07/06/2023 - 11/21/2023
STATE FARM VP MANAGEMENT CORP. (Cinnaminson Twp NJ)
PA
05/24/2018 - 10/07/2020
PRUCO SECURITIES, LLC. (CHALFONT PA)
PA
06/29/2015 - 11/03/2017
NATIONAL PLANNING CORPORATION (Doylestown PA)
PA
07/14/2009 - 07/14/2015
INVESTMENT PROFESSIONALS, INC. (WYOMISSING PA)
PA
01/14/2008 - 07/09/2009
INVEST FINANCIAL CORPORATION (PHILADELPHIA PA)
PA
04/10/2006 - 01/15/2008
COMMERCE CAPITAL MARKETS, INC. (BENSALEM PA)
PA
10/20/2004 - 04/11/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MORRISVILLE PA)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
09/23/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IN
12/07/1995 - 08/22/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
MA
02/25/1994 - 11/27/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/25/1994 - 11/27/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/22/1992 - 02/10/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
VT
05/19/1986 - 05/05/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Harvey Dash is the right advisor for you? Invested Better is here to help.
