Integrated Wealth Solutions
Director of 401(k) Plans
Domicile State: KS
Phone: 913-948-7393Fax: 888-486-6419E-mail: firstname.lastname@example.org
Jon joined Integrated Wealth Solutions in June 2016 as the Director of Retirement Plans bringing with him over 24 years of financial services experience. He is responsible for all aspects of client service for our retirement plan clients. Jon earned a Bachelor's Degree in Business Management from Emporia State University. Through his 24-year career, Jon has also gained and currently holds the FINRA Series 7 securities registration.
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
FINRA Broker Check
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
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