Best Investors Account Sign in
Inactive

Ivy M Emerick

Harvest Investment Services, LLC

Oakbrook Terrace, IL

Westfield, IN

Claim This Profile
Current Employers
Harvest Investment Services, Llc

1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-06-30
  • IN RA
    APPROVED
    Since 2023-06-30

Branch Locations

1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States

Westfield, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Financial Planning Services Corp Westfield IN 09/1990 12/2017
Wealth Advisory Solutions, Llc Zionsville IN 01/2018 06/2023
Harvest Investment Services, Llc Oakbrook Terrace IL 06/2023 Present
Previous Registrations
  • 2018-02-17 → 2023-06-30
    Wealth Advisory Solutions, Llc
    Zionsville, IN
  • 2003-03-03 → 2017-12-31
    Comprehensive Financial Planning Services Corp.
  • 1998-12-09 → 2002-12-31
    Comprehensive Financial Planning Services Corp.
    Zionsville, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-01
  • S63 Uniform Securities Agent State Law Examination
    1984-11-01
Designations
Other Names
  • Iva Mae Harris
  • Iva Mae Muzik
  • Ivy Muzik
  • Ivy M Harris

View on SEC IAPD

Other Firms

UBS FINANCIAL SERVICES INC.
NORTHERN TRUST SECURITIES, INC.
EDELMAN FINANCIAL ENGINES
AMERIPRISE FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC

Other Investors

STEVEN ALLEN SMITH
BARRY JASON DUPUY
MANILA SUDHIR KALA
MICHAEL J DASTICE
VANESSA L PFAFF
KEVIN JAMES DAUGHERTY
KOMALPREET KAUR
Austin Michael Miller

Other Offices

UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · Villa Park, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Oakbrook Terrace, IL
B. RILEY WEALTH ADVISORS, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRAC, IL

More in Oakbrook Terrace, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor