Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Harvey is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Vaquero Private Wealth, Ltd. in Texas. Before that, Paul was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BlackRock Investments, LLC, FAM Distributors, Inc., and Texas Commerce Equities, Inc.. Paul holds the Series 63, 65, 7, 24, and SIE licenses, as well as the Chartered Financial Analyst designation. Paul specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/26/2020 - Present
Vaquero Private Wealth, Ltd. (DALLAS TX)
TX
06/29/2017 - 10/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NJ
09/29/2006 - 07/09/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
09/24/1992 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NA
10/12/1987 - 12/08/1988
TEXAS COMMERCE EQUITIES, INC.
NA
02/14/1985 - 02/06/1987
PAUL W. HARVEY AND COMPANY, INC.
NA
06/04/1984 - 10/05/1984
MATZA AGENCY, INC.
NA
09/02/1982 - 05/12/1984
DEAN WITTER REYNOLDS INC.
NA
03/26/1982 - 09/13/1982
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
11/23/1979 - 03/17/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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