ADVISOR BIO

Harshal Doshi is a financial advisor at Morgan Stanley. Harshal has been in the financial industry since 2003 and holds the Series 66, Series 7 and SIE exams. Harshal has been registered with Morgan Stanley since 2020. Prior to joining Morgan Stanley, Harshal was with UBS Financial Services Inc. for 17 years. Harshal is registered with the state of California, Texas and several other states. Harshal is a registered representative for the state of California and Texas. Harshal offers a wide range of financial services including asset allocation advice, financial planning, pension consulting and portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Harshal V Patel is a registered representative and investment advisor representative with Blackrock Investment Management, LLC. Harshal Patel's registration is active in 36 states for Broker-Dealer activities and 2 states for Investment Advisor activities. Harshal Patel is a registered representative in California and New Jersey. Harshal Patel joined Blackrock Investment Management, LLC in June 2005. Harshal V Patel has passed the Uniform Combined State Law Examination (Series 66) and General Securities Representative Examination (Series 7). Harshal V Patel also passed the Securities Industry Essentials Examination (SIE). Harshal Patel specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Harshani A. Springer is a financial advisor at J.P. Morgan Securities LLC, registered with the state of California since February 2019. Springer is a Series 63, Series 6TO, and SIE licensed professional. She holds specializations in 1, 2, 4, 5, and 6. Springer can provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Harshita Shetty is a registered representative with J.P. Morgan Securities LLC, a leading financial services firm. Harshita holds the Series 63, Series 6TO, and SIE licenses and has been active in the industry since March 2021. She has a wide range of experience and specializes in helping clients with their financial needs. Harshita is committed to providing personalized service and helping her clients achieve their financial goals.

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ADVISOR BIO

Harutune Hamassian is a financial advisor registered with MML Investors Services, LLC and is actively licensed in California and Nevada. Harutune Hamassian has been in the industry since July 2001. Harutune Hamassian holds Series 7, Series 66, and SIE licenses and specializes in financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Harvey Demsky is an investment advisor representative at UBS Financial Services Inc. based in Beverly Hills, CA. Harvey is also registered with the state of California as an Investment Advisor Representative. Harvey has been in the financial services industry since 1969. Harvey has worked at UBS Financial Services Inc. since 2015, and previously worked at Paine, Webber, Jackson & Curtis Incorporated and Mitchum, Jones & Templeton Incorporated. Harvey has obtained licenses through various professional examinations, including the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), the Interest Rate Options Examination (Series 5), the AMEX Put and Call Exam (PC), and the Registered Representative Examination (Series 1). Harvey also holds a Uniform Securities Agent State Law Examination (Series 63) license.

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ADVISOR BIO

Harvey Ivory is a financial advisor with Edward Jones. Harvey has been in the financial industry since August 2017 and holds Series 66, SIE and Series 7 licenses. Harvey has a Certified Financial Planner designation. Harvey is registered in 20 states, and is a registered representative with FINRA and the state of California. He specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Harvey Tegeler is an Investment Advisor Representative at Prosperity Wealth Management, Inc.. Harvey has over 20 years of experience in the financial services industry. Harvey is licensed to provide investment advice in Delaware, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. Harvey specializes in providing financial planning and portfolio management services to individuals and families.

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ADVISOR BIO

Harvey Collins is a financial advisor who has been active in the industry since September 2, 1980. Harvey currently works at Wells Fargo Clearing Services, LLC and has been registered with them since November 2016. Prior to that, Harvey worked at Prudential Securities Incorporated and PaineWebber Incorporated. Harvey is registered to provide investment advice in 27 states. Harvey has obtained licenses in both Series 63 and Series 66 and specializes in providing investment advice to both individuals and corporations. Harvey has also worked with charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Harvey Atterbury is an investment advisor representative with Planmember Securities Corp. Harvey has been working in the industry since 1994. Harvey is registered in 15 states. Harvey has a Series 63, 65, 7 and 24 licenses. Harvey has experience working with both individuals and businesses. Harvey is also registered as an investment advisor representative with Atterbury Investment Management, Inc. Harvey's firm, Planmember Securities Corp., provides investment advisory services to individuals, businesses and charities. The firm also provides pension consulting and financial planning services.

SPECIALIZATIONS