Unclaimed
Jeffrey Allen Hahn is a financial advisor who has been in the industry since 2007. He works with individuals, families, and small businesses to help them achieve their financial goals. Jeffrey is a Certified Financial Planner™ and has a strong track record of success in helping his clients manage their investments and plan for their future. Jeffrey is registered with LPL Financial and is also a registered Investment Advisor with Buttonwood Wealth. He provides investment advice and financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
VA
01/22/2020 - Present
Buttonwood Wealth (WINCHESTER VA)
NC
10/05/2007 - 05/21/2008
THRIVENT INVESTMENT MANAGEMENT INC. (WILMINGTON NC)
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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