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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 Haskell is a financial advisor with over 30 years of experience in the industry. Jeffrey is a registered representative and investment advisor representative with The Wealth Consulting Group, an independent investment advisor firm. Jeffrey provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Jeffrey works with both individuals and families. Jeffrey is a Series 6, 7, 24, 63, and 65 licensed advisor.
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.
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
NV
07/16/2018 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
CA
07/15/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
AZ
01/11/1999 - 07/15/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/01/1999 - 01/11/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/17/1994 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
IL
11/17/1993 - 10/07/1994
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
CA
12/20/1991 - 11/16/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MA
02/19/1991 - 09/20/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/19/1991 - 09/20/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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