Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff David Hackmeier is a financial advisor at Osaic Wealth, Inc. Jeff has over 30 years of experience in the financial services industry. Jeff has a Series 6 license and is registered with FINRA and the state of Florida. Jeff specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (BAY HARBOR FL)
FL
01/09/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BAY HARBOR FL)
FL
01/30/2004 - 12/31/2006
WOODBURY FINANCIAL SERVICES, INC. (NORTH MIAMI FL)
IL
12/09/1994 - 02/02/2004
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IN
02/22/1994 - 12/12/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/10/1989 - 03/23/1994
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
MA
11/15/1985 - 02/17/1989
MANEQUITY, INC. (BOSTON MA)
NA
11/26/1985 - 03/27/1987
MONARCH SECURITIES, INC.
NA
07/03/1984 - 10/24/1985
MONARCH SECURITIES, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Hackmeier is the right advisor for you? Invested Better is here to help.
