Unclaimed
Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. Jeffrey has been working in the industry since 1993 and is currently registered in Indiana and Florida. Jeffrey also holds Series 6, 7, and SIE licenses. Jeffrey specializes in providing financial planning, portfolio management, and advice on UMA platforms. Jeffrey is a well-rounded professional with experience in a variety of areas and is committed to helping his clients achieve 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
11/19/2019 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IN
08/11/2015 - 01/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (JEFFERSONVILLE IN)
IN
08/10/2000 - 08/14/2015
NFP ADVISOR SERVICES, LLC (NEW ALBANY IN)
IL
10/06/1994 - 08/10/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
AZ
11/30/1993 - 10/17/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
08/24/1993 - 12/06/1993
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
CT
06/03/1993 - 07/22/1993
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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