Jennifer G. Harveyemail
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources necessary to make wise financial decisions, can help make your financial future as successful as you need it to be. I pride myself in truly listening to and getting to know each client so that I can understand their individual needs and what matters most to them. This helps me make recommendations and design strategies to meet their current, and more importantly, future needs.
I am licensed to sell insurance in CA, LA, NC & TX and securities in CA, NC & TX. I am a registered representative of and offer securities and investment advisory services through MML Investor Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 13455 Noel Rd, 20th Floor, Dallas, TX 75240. 972-246-1800
Education
The American College of Financial Services (2020-2023
Hobbies
Cooking, Gardening
Affiliations & Memberships
FINRA, MDRT
Languages:
- English
Credentials:
- CLTC®
- RICP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Estate Planning
- Financial Education
- Financial Planning ®
- Risk Management Strategies
- Retirement Strategies
- Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck
See Jennifer’s Licenses and Disclosures