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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Harvey is an Investment Advisor Representative registered with Rockefeller Financial LLC. Jeffrey Harvey has been in the securities industry since October 4, 1993. Jeffrey Harvey is licensed in 36 states and the District of Columbia. Jeffrey Harvey specializes in financial planning, portfolio management, and selection of other advisors. Jeffrey Harvey is a highly experienced and qualified financial professional who can help you with your financial goals. Jeffrey Harvey also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA.
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.
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.
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.
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2
PA
02/21/2020 - Present
Rockefeller Financial LLC (Conshohocken PA)
PA
10/05/1993 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST CONSHOHOCKEN PA)
BC
Issued 10/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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