Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Haub is a financial advisor with BFC Planning, Inc. based in Dixon, Illinois. Jeffrey has been a registered representative in the securities industry since 1999. Jeffrey holds the Series 6, 7, 63, and 65 licenses and has been actively serving clients since 2016 at BFC Planning, Inc. Prior to joining BFC Planning, Inc. Jeffrey worked for VOYA FINANCIAL ADVISORS, INC., NATIONAL PLANNING CORPORATION, WORLD EQUITY GROUP, INC., and C. J. M. PLANNING CORP. Jeffrey's focus is on providing financial planning and investment management 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
05/13/2016 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
IL
10/19/2010 - 11/24/2015
VOYA FINANCIAL ADVISORS, INC. (DIXON IL)
IL
08/07/2007 - 07/30/2010
NATIONAL PLANNING CORPORATION (DIXON IL)
IL
04/08/2004 - 08/09/2007
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
NJ
07/08/2003 - 04/08/2004
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MN
10/07/1999 - 10/16/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 02/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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