Unclaimed
Samuel Harvey is a registered representative with USA Financial Securities LLC. Samuel is also a registered investment advisor and has been in the industry since May 2010. He is licensed in Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Montana, Ohio, and West Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
01/08/2024 - Present
USA Financial Securities LLC (Connersville IN)
IN
05/05/2010 - 07/30/2015
MONEY CONCEPTS CAPITAL CORP (CONNERSVILLE IN)
BOTH
Issued 02/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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