Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haven? Claim Your ProfileHaven Anderson Lavery is a financial professional with over three years of experience in the securities industry. Haven is currently registered with D.a. Davidson & Co. and is licensed in Colorado and Montana. Previously, Haven was with J.P. Morgan Securities LLC. Haven is a Series 7, Series 63 and Series 79TO licensed professional. Haven specializes in providing a wide range of financial services including portfolio management, financial planning, pension consulting, and educational seminars. Haven is dedicated to helping clients achieve their financial goals and provides personalized service tailored to their unique needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
05/19/2021 - Present
D.a. Davidson & Co. (DENVER CO)
CO
08/15/2017 - 09/14/2020
J.P. MORGAN SECURITIES LLC (DENVER CO)
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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