Integrated Wealth Solutions
Integrated Wealth Solutions
E-Money Wealth Management System
Take advantage of our easy-to-use, web based comprehensive financial planning and account aggregation platform.
Our Wealth Management system is designed to give you a single access point to securley view all your:
- Financial accounts
- Tax and Legal documents
- Insurance coverages
- Specific goals
- Strategic Plans
With our system, you are always up to date and organized.
All your information is password protected at a secure, encrypted personal web address, easily accessible only to you.
Contact Us
We are located in Building 12 in the Corporate Woods office park. Corporate Woods is located off I-435 at the Antioch exit.
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202212-274387
Insurance
Greg is licensed to sell insurance products in the following jurisdictions:
AR, CA, CO, CT, DE, GA, IA, IL, KS, MA, MI, MO, NC, NE, OK, OR, SD, TN, TX, UT, VA, WI
California Insurance Licensing: #Greg Harvey Domiciled in California CA Insurance License #0H48863
Arkansas Insurance Licensing #AR Insurance Producer License No. 93793
Securities
Greg is registered to offer securities in the following jurisdictions:
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA
Scot, Jon and Sean are registered to offer securities in the following jurisdictions: KS, MO
© 2018