Integrated Wealth Solutions
Domicile State: KS
Phone: 913.948.7394Fax: 888.486.6419E-mail: firstname.lastname@example.org
Scot is the Investment Coordinator at Integrated Wealth Solutions and has over 25 years of experience in the financial services industry. His main responsiblity is portfolio implementation and administration for client accounts.
His years of experience ensure each client receives the upmost attention to their unique needs and timelines. Scot is Series 7, 65, 63, and 55 and is Life & Health licensed in the state of Kansas.
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 and Jon are registered to offer securities in the following jurisdictions: KS, MO