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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 D. Stegge is an investment advisor representative with Foundations Investment Advisors LLC, registered in Arizona. Jeffrey holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination. He is also an owner and agent of Medicare Logic, LLC and an independent insurance agent for Asset Preservation Tax & Retirement, LLC, selling life and annuity products. Jeffrey has been in the industry since 2010 and has experience in both investment advisory and insurance fields. Jeffrey is dedicated to providing clients with financial advice tailored to their individual needs. He also offers financial planning, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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AZ
06/15/2023 - Present
Foundations Investment Advisors LLC (Surprise AZ)
IA
Issued 05/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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