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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Kearns Hagar is a financial advisor with over 30 years of experience in the industry. Jeanne is currently registered with World Investment Advisors, LLC, and is licensed in Massachusetts, New Hampshire, and Texas. Jeanne specializes in providing financial planning, portfolio management, and pension consulting services to a diverse range of clients, including individuals, high-net-worth individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Prior to joining World Investment Advisors, LLC, Jeanne worked at Raymond James Financial Services, Inc. and Lincoln Financial Securities Corporation.
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.
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2
NH
06/28/2024 - Present
World Investment Advisors, LLC (MOULTONBOROUGH NH)
MA
02/23/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANSFIELD MA)
MA
02/04/2002 - 03/08/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (MANSFIELD MA)
NJ
06/07/1991 - 02/01/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/07/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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