Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hakala is a financial advisor registered with Clarkston Capital Partners, LLC and has been in the industry since February 2007. Jeffrey is a Chartered Financial Analyst and specializes in a variety of investment strategies. Jeffrey has worked with a variety of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and insurance companies. Jeffrey is a licensed advisor in Michigan and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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MI
12/07/2023 - Present
Clarkston Capital Partners, LLC (ROCHESTER MI)
Active
Inactive
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