Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Harvey is a financial advisor with MML Investors Services, LLC. Jennifer Harvey has been working in the financial services industry since 2016. Jennifer Harvey is registered with FINRA, the Securities and Exchange Commission (SEC) and is licensed to sell securities in California, North Carolina, and Texas. Jennifer Harvey has passed Series 6, 7, 63, and 66 exams. Jennifer Harvey has experience providing financial planning, portfolio management for businesses and individuals, as well as pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
08/30/2023 - Present
MML Investors Services, LLC (Georgetown TX)
TX
12/12/2022 - 08/24/2023
PRUCO SECURITIES, LLC. (AUSTIN TX)
TX
12/20/2016 - 12/22/2022
NYLIFE SECURITIES LLC (FRISCO TX)
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Harvey is the right advisor for you? Invested Better is here to help.
