Senior Financial Advisor | First Vice President - Investments@ Wells Fargo Advisors
Tampa, Florida, United States
Harvey Rose
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FlashIntel GPTHarvey Rose is a highly experienced professional with 14.6 years of work experience in retirement planning, mutual funds, asset allocation, and alternative investments. He is based in Tampa, Florida, United States. Harvey Rose has worked at Wells Fargo Advisors in various roles, including First Vice President - Investments and Senior Financial Advisor. He has a strong background in general management and has worked with a wide range of clients, including residents, businesses, and government agencies. Harvey Rose is dedicated to providing top-notch financial services and is committed to providing top-notch service to his clients.
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This information is intended for use only by residents of FL, OH, CA, AZ, NY, CO, NJ, WA, and MN./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
...See MoreWork Experience
Senior Financial Advisor | First Vice President - Investments
First Vice President-Investments
Financial Services
Harvey Rose's Professional Milestones
- First Vice President - Investments (2009-04-01~): Driving investment success and strategic decision-making to ensure profitability and achieve organizational goals.
- First Vice President-Investments (2009-04-01~): Driving successful investment strategies and diversifying client portfolios through strategic planning and effective leadership.
Skill
Retirement Planning
Retirement
Mutual Funds
Asset Allocation
Alternative Investments
Investments
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
David Weihe
Senior Product Manager | Product Owner | Full-Stack Developer | Information Technology Regulatory And Finance | Agile Software Engineering Delivery
Other Named Harvey Rose
Frequently asked questions
We found 2 Harvey Rose's email addresses
We found 4 Harvey Rose's phone numbers
Harvey Rose's social media include: Linkedin,
Harvey Rose works for Wells Fargo Advisors
Harvey Rose's role in Wells Fargo Advisors is Senior Financial Advisor | First Vice President - Investments
Harvey Rose works in the industry of Financial Services
Harvey Rose's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Harvey Rose's latest job experience is Senior Financial Advisor | First Vice President - Investments at Wells Fargo Advisors
