Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Harvey is a registered Investment Advisor Representative (IAR) with B. Riley Wealth Advisors, Inc., where he has been working since August 2024. Michael holds a Series 65 license, demonstrating their expertise in investment advisory services. Prior to joining B. Riley Wealth Advisors, Inc., Michael has held positions at various organizations including Protiviti, the Internal Revenue Service, and the Fire Department City of New York.
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
NY
08/22/2024 - Present
B. Riley Wealth Advisors, Inc. (New Windsor NY)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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