Unclaimed
Jeffrey Michael Pitts has been a registered representative since April 1999, currently affiliated with Avantax Investment Services, Inc. Jeffrey holds a Series 6 license, and the Series 63 license. He has a total of 6 state licenses, including Alabama, Arizona, Colorado, Oklahoma, Texas, and Wisconsin. Jeffrey has been in the financial services industry since April 1999.
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.
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.
1
2
TX
04/27/1999 - Present
Avantax Investment Services, Inc. (SPRING TX)
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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