Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Harvey is a financial advisor with over 30 years of experience. Mary is a Registered Representative of Valmark Advisers, Inc. and has been with the firm since 2006. Previously, Mary was a Registered Representative of WRP Investments, Inc., ASCEND FINANCIAL SERVICES, INC., and Paramount Financial Services, LLC. Mary is also a Chartered Financial Consultant. Mary's specializations include retirement planning, college savings, estate planning, and insurance planning. Mary is licensed to sell securities in 14 states and is a Registered Investment Advisor in Florida and Ohio.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
10/18/2006 - Present
Valmark Advisers, Inc. (BEACHWOOD OH)
MN
02/09/1994 - 12/11/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
08/10/1992 - 02/15/1994
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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