Autumn Harvey

Client Relationship Manager at Stratos Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland
Languages
  • German Limited working proficiency

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Credentials

  • Series 66
    FINRA (Financial Industry Regulatory Authority)
    Nov, 2016
    - Sep, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Sep, 2016
    - Sep, 2024
  • Ohio Life and Health
    -
    Sep, 2015
    - Sep, 2024
  • Ohio Long Term Care
    -
    Sep, 2015
    - Sep, 2024
  • Series 6
    FINRA
    Sep, 2015
    - Sep, 2024

Experience

  • Stratos Wealth Partners
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Manager
      • Jun 2020 - Present

      Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Associate
      • Oct 2019 - Jun 2020
  • J.P. Morgan Chase Bank N.A.
    • Italy
    • Banking
    • 1 - 100 Employee
    • Private Client Banker
      • Sep 2017 - Oct 2019
  • AXA Advisors
    • United States
    • Investment Banking
    • Financial Professional
      • Sep 2015 - Aug 2017
  • Cristal
    • United States
    • Chemical Manufacturing
    • 700 & Above Employee
    • Cost Accountant
      • Jul 2012 - Sep 2015
  • Zappitelli Financial Services LLP
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Intern
      • Dec 2010 - Apr 2012

      . .

Education

  • Lake Erie College
    Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Accounting, Concentration German
    2008 - 2012
  • Heidelberg Hochschule SRH
    Business in Europe, German and European Study, A+
    2011 - 2011

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