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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Augenstein is a financial advisor with Avantax Advisory Services in Flagstaff, Arizona. Jeffrey has been in the financial services industry since 2000 and is registered with the state of Arizona and Texas. Jeffrey has a wide range of experience and holds a Series 7, 6, 63, and 66 license, as well as the Securities Industry Essentials Examination. Jeffrey's expertise is in providing financial planning and investment advisory services to individuals, businesses, and retirement plans. Jeffrey's primary focus is on providing personalized financial advice to help clients reach their financial goals. Jeffrey's goal is to build a long-term relationship with clients to help them navigate through any market challenges they may face.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
02/01/2024 - Present
Avantax Advisory Services (FLAGSTAFF AZ)
MI
09/29/2001 - 06/05/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
02/06/2001 - 10/02/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
11/21/2000 - 02/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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