Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harvey is a financial advisor with Osaic Wealth, Inc. Matthew has over 20 years of experience in the financial services industry. Matthew is registered with the Securities and Exchange Commission (SEC) and holds licenses to provide investment advice in multiple states. In addition to his role at Osaic Wealth, Inc., Matthew is also the CEO of Harvey Wealth Management, LLC. Matthew is a member of the board of directors for the Valparaiso Family YMCA and is the Treasurer of the Valparaiso Country Club.
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.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (VALPARAISO IN)
IN
03/02/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VALPARAISO IN)
IN
05/23/2011 - 03/04/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (VALPARAISO IN)
IN
07/21/2009 - 04/11/2011
HIGHTOWER SECURITIES, LLC (VALPARAISO IN)
IN
07/14/2003 - 07/23/2009
WOODBURY FINANCIAL SERVICES, INC. (VALPARAISO IN)
IA
Issued 10/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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