Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Parry is a financial professional who has been in the industry since March 2023. Whitney is a registered representative with Avantax Advisory Services and holds a Series 7TO, Series 66 and SIE licenses. Whitney also holds a state registration in Massachusetts and Pennsylvania. Whitney has experience working with individuals, corporations, and small businesses. Whitney offers financial planning, portfolio management, and retirement planning services to clients. In addition to working with Avantax Advisory Services, Whitney also operates Hartstone Business and Financial Services where Whitney provides financial services, life insurance, business consulting, tax preparation and accounting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/26/2023 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 05/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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