Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Halas is a financial professional with over 10 years of experience in the financial services industry. Jeffrey has a Series 6 and Series 63 license. Jeffrey is registered with Key Investment Services LLC. Jeffrey is located in Hamburg, NY. Jeffrey holds a SIE certification. Jeffrey is an experienced professional who can help individuals and families with their financial planning needs. The firm has been in business since 2006 and has offices in 49 states. The firm manages over $4 Billion in assets under management. The firm specializes in individual and family financial 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.
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.
A percentage of the total value of assets under management is charged.
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NY
02/09/2010 - Present
KEY Investment Services LLC (Hamburg NY)
BC
Issued 10/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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