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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 Wangsgard is a financial advisor with over 20 years of experience in the industry. He is currently registered with Portside Wealth Group, LLC and is licensed to provide financial advice in Utah and Texas. Jeffrey's previous experience includes working with DFPG Investments, LLC, Allegis Investment Services, LLC, Signator Financial Services, Inc., Insphere Securities, Inc., Beneficial Investment Services, Inc., and Equity Services, Inc. Jeffrey has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. He also offers educational seminars and selection of other advisors services. Jeffrey's commitment to his clients is evident in his long tenure in the industry and his dedication to providing personalized financial advice. He has a reputation for providing comprehensive financial planning and investment advice to his clients, helping them reach their financial goals.
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.
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.
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2
UT
05/22/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
02/28/2019 - 05/12/2023
DFPG INVESTMENTS, LLC (PROVIDENCE UT)
UT
05/19/2014 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (Providence UT)
UT
08/20/2010 - 06/30/2014
SIGNATOR FINANCIAL SERVICES, INC. (PROVIDENCE UT)
UT
03/31/2008 - 08/23/2010
INSPHERE SECURITIES, INC. (PROVIDENCE UT)
UT
07/23/2007 - 03/18/2008
BENEFICIAL INVESTMENT SERVICES, INC. (NORTH LOGAN UT)
UT
12/19/2003 - 08/09/2007
EQUITY SERVICES, INC. (PROVIDENCE UT)
GA
10/31/2001 - 12/17/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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