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Financial Advisor
101 South Hanley Road
6th Floor
Saint Louis, MO 63105
6th Floor
Saint Louis, MO 63105
tel: 314-889-4888
toll free: 800-325-0630
fax: 314-854-5606
toll free: 800-325-0630
fax: 314-854-5606
Welcome
Education and Licensing
- CERTIFIED FINANCIAL PLANNER
Educational Requirements Training Program
University of Missouri - St. Louis, 2006 - Executive Course, International Strategies, 1995
University of Michigan
Ann Arbor, MI - MBA - Finance, 1980
University of Utah
Salt Lake City, UT - BS - Electrical Engineering, 1971
Case Western Reserve University
Cleveland, OH - Series 7 - General Securities Representative
- Series 31 - Managed Futures
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Accident / Health Insurance Licensed
Honors and Recognitions
- US Air Force Commendation Medal
- US Air Force Meritorious Service Medal
- University of Utah Dean's Scholar
- Hewlett-Packard Company President's Club
Associations
- Financial Planning Association
Member
St. Louis, MO - Air Force Association
Member - Hewlett-Packard Alumni Association
Services
- Financial Planning
- Retirement Planning
- Wealth Management
- Qualified Plans
- 401k Rollovers
- Business Planning
- Asset Management
- Education Planning
- Estate Planning
- Insurance Services
Business Experience
- Morgan Stanley Smith Barney*
Financial Advisor
Clayton, MO - 1980 - 2005: Hewlett - Packard
Account Manager, Team Leader, District Manager
St. Louis, MO - 1971 - 1979: United States Air Force
Captain - Communications Electronics Engineer
U.S, Spain, Germany
Bulletin Board
- Join us December 1, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Gift and Estate Planning - Will the estate tax, in fact, disappear next year or will Congress act? What will the
eff ect of any legislative action be on various gift and estate planning strategies, and
how you should be preparing yourself? For more details, see brochures.
Participant Dial in number: (866) 502–2159 - What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Harvey J. Ziegler is licensed in the following state(s): CA, CO, FL, GA, IA, IL, KS, KY, LA, MD, MI, MN, MO, MT, NH, NY, OH, OK, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS
2009 Year-End Tax Planning Guide (pdf)
Graystone Consulting: Investors' Monthly (pdf)
Nine Signposts for 2009 (pdf)
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