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 an active financial advisor. Matthew has been in the industry since 2003. Matthew is currently employed by Osaic Wealth, Inc. and has been with the firm since January 2024. Matthew has worked for several other firms in the past, including Woodbury Financial Services, Inc., BMO Harris Financial Advisors, Inc., and Hightower Securities, LLC. Matthew holds several licenses and has passed exams including the Series 63, Series 65, Series 6, Series 7 and the SIE exams. Matthew's current registrations include Florida, Indiana, Texas (approved resident), California, Illinois, Kentucky, Michigan, Nevada, Ohio, Tennessee and Wisconsin. Matthew has a variety of experience in financial advising, including portfolio management for individuals and businesses, pension consulting, financial planning, educational seminars, and selection of other advisors.
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.
1
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 7/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 7/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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