Harvey Tegeler (CRD# 2948050) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Westminster, MD and has over 26 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca, PA | Jun 2017 - Current | 6 |
| Prosperity Wealth Management, Inc. | San Ramon, CA | Jun 2017 - Current | 6 |
| Interstate Financial Services Inc. | Westminster, MD | Feb 1998 - Current | 26 |
| Woodlawn Cycle Inc - T/a At Your Service | Westminster, MD | Jul 1996 - Current | 27 |
| Questar Asset Management | Minneapolis, MD | Mar 2012 - May 2017 | 5 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- MD
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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