Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blaise Vert is a financial advisor with over 23 years of experience in the industry. Jeffrey is registered with Avantax Advisory Services and holds Series 6, 7, 63 and 66 licenses. Jeffrey is also a licensed CPA and has experience in tax preparation. Prior to joining Avantax, Jeffrey worked at Financial Network Investment Corporation and American Pacific Securities Corporation. Jeffrey is committed to providing personalized financial advice to help clients reach their financial goals.
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
WA
01/25/2010 - Present
Avantax Advisory Services (Burien WA)
NA
03/06/1990 - 12/31/1990
TITAN/VALUE EQUITIES GROUP, INC.
NA
04/10/1989 - 06/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
11/12/1986 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
12/21/1984 - 07/09/1985
PFG SECURITIES, INC.
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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