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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 Haller is an investment advisor representative with Equity Services, Inc. Jeffrey has been in the financial services industry since 2006 and holds Series 6, 63 and 65 licenses. In addition to his work with Equity Services, Inc., Jeffrey is also an insurance agent for NL Financial Alliance. Jeffrey is registered in multiple states, including Maine, Florida, Virginia, Colorado, Tennessee, Connecticut, and New Hampshire. He primarily works with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Jeffrey's firm, Equity Services, Inc., provides financial planning, portfolio management, pension consulting, and educational seminars to its clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
03/17/2010 - Present
Equity Services, Inc. (COLCHESTER VT)
IA
Issued 02/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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