Greg Alan Harvey

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → Present
  Massachusetts Mutual Life Insurance Co.
  Overland Park, KS
• 07/1998 → Present
  Mml Investors Services, Llc
  Overland Park, KS

Other Businesses

(1) NAME: GREG HARVEY INV REL: Y ADD:10975 BENSON SUITE 300 OVERLAND PARK, KS 66210 NATURE: IND LIFE, GRP LIFE, GRP HEALTH POSITION: SALES/OWNERSHIP/AGENT START DATE:1/1/95 NO. HR/MO:2 NO. HR/MO DURING SEC TRADING: 1. (2) NAME: SAVAGE CABBAGE, LLC INV REL: Y ADD: 15521 KESSLER STREET OVERLAND PARK KS 66221 NATURE: MAY PURCHASE A PROPERTY TO BE RESOLD OR RENTED POSITION: OWNERSHIP START DATE: 10/1/17 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (3) NAME: INTEGRATED WEALTH SOLUTIONS INV REL: Y ADD: 10975 BENSON DR SUITE 300, OVERLAND PARK, KS 66210 NATURE: FINANCIAL ADVISOR DBA POSITION: OWNER, FINANCIAL ADVISOR START DATE: 10/25/2022 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: FINANCIAL ADVISING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-19
• S63 Uniform Securities Agent State Law Examination
  1995-09-27