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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 Hagen is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Jeffrey has been a registered representative since 1991 and has a variety of experience. Jeffrey's expertise spans a range of financial services, including financial planning, investment management, and retirement planning. Jeffrey is a Certified Financial Planner, an industry designation that requires specific training and experience. Jeffrey's previous experience includes positions at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jeffrey is currently registered in the state of Minnesota and holds Series 7, 24, and 63 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
MN
01/21/2014 - Present
LPL Financial LLC (STILLWATER MN)
MN
01/25/1991 - 10/18/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/25/1991 - 10/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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