Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hardesty is an investment advisor representative registered with Woodstock Wealth Management, Inc. He is based in Dawsonville, Georgia. Jeffrey has over 20 years of experience in the financial services industry. He holds Series 3, 6, 7, 24, 63 and 65 licenses. Jeffrey's experience includes working with individuals, high-net-worth individuals, corporations, and charitable organizations. He specializes in financial planning, portfolio management, and selection of other advisors. Jeffrey previously worked for Woodstock Financial Group, Inc., Waddell & Reed, Inc., Schneider Securities, Inc., Shamrock Partners, LTD, Barkley-Lockman Investments Inc., Ruff Securities Corporation, Marshall & Co. Securities, Inc., Blackstock & Landstreet, Inc., Lane, McNally & Jackson, Inc., Raymond James & Associates, Inc., and Hereth, Orr & Jones, Inc.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
06/19/2018 - Present
Woodstock Wealth Management, Inc. (Dawsonville GA)
GA
01/08/2009 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (DAWSONVILLE GA)
GA
09/28/1998 - 01/06/2009
WADDELL & REED, INC. (ATLANTA GA)
CO
06/22/1992 - 07/24/1992
SCHNEIDER SECURITIES, INC. (DENVER CO)
PA
04/16/1992 - 05/27/1992
SHAMROCK PARTNERS, LTD (MEDIA PA)
NA
11/13/1990 - 03/24/1992
BARKLEY-LOCKMAN INVESTMENTS INC.
GA
05/30/1989 - 02/06/1990
RUFF SECURITIES CORPORATION (ATLANTA GA)
NA
09/14/1987 - 12/06/1988
MARSHALL & CO. SECURITIES, INC.
NA
02/26/1987 - 08/01/1987
BLACKSTOCK & LANDSTREET, INC.
NA
08/29/1986 - 03/20/1987
LANE, MCNALLY & JACKSON, INC.
NA
01/18/1984 - 09/10/1986
RAYMOND JAMES & ASSOCIATES, INC.
NA
05/18/1981 - 12/27/1983
HERETH, ORR & JONES, INC.
IA
Issued 06/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
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