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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 Metzger is an investment advisor representative at Avantax Advisory Services, a firm that provides financial planning, portfolio management, and other advisory services to individuals, corporations, and pension plans. Jeffrey is licensed to provide investment advice in Louisiana. He has been in the financial services industry since 2022. Jeffrey earned a Series 7, Series 66 and SIE license and is dedicated to providing clients with the highest quality financial advice. Jeffrey is a licensed advisor representative with Mitchen Wealth Management, LLC. This is a financial firm that uses Avantax as its broker dealer. They provide tax, accounting, and investment services to clients. Jeffrey is also a bartender for Rally Cap Brewing Company, a micro brewery and taproom.
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
LA
10/03/2022 - Present
Avantax Advisory Services (Baton Rouge LA)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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