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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 Hausinger is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tampa, Florida. Jeffrey has been working in the financial services industry since 1999. Jeffrey has a strong background in both securities and investment advisory services, offering a broad range of financial services to both individual and institutional clients. Jeffrey holds a variety of licenses and certifications, including the Series 7, Series 24, Series 31, Series 63, and Series 65. Jeffrey is also a Certified Financial Planner™. Jeffrey's experience and qualifications make him a valuable resource for clients looking for comprehensive financial planning, investment management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
03/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
08/05/2005 - 04/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
TX
03/29/2000 - 08/12/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/29/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
06/09/1999 - 01/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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