Unclaimed
Deirdre Hafen is an investment advisor representative with Tucker Asset Management LLC. Deirdre has been in the industry since January 2010 and is registered with the state of Oregon and Washington. Deirdre is also a licensed insurance agent specializing in annuities. Deirdre offers a variety of advisory services including financial planning and portfolio management for individuals. Deirdre holds a Series 65 license and has a strong background in serving both individual and high-net-worth clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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2
WA
02/24/2016 - Present
Tucker Asset Management LLC (Walla Walla WA)
IA
Issued 04/02/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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