Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harvey is a financial advisor registered with Janney Montgomery Scott LLC. William Harvey has been in the industry since January 18, 1994. William Harvey is licensed in 35 states and the District of Columbia and specializes in several areas. William Harvey is also an investment advisor representative and has been registered with Janney Montgomery Scott LLC since February 2002.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/04/2016 - Present
Janney Montgomery Scott LLC (DOYLESTOWN PA)
MD
05/20/1994 - 05/02/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/19/1994 - 05/20/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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