Unclaimed
Jeffrey V. Covert is a financial advisor with over 10 years of experience in the industry. Currently, Jeffrey is the owner of Team Covert, LLC, based in Auburn Hills, Michigan. Previously, he worked at Hantz Financial Services, Inc. and Barnett Financial & Tax, Inc. Jeffrey holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. Jeffrey's areas of specialization include retirement planning, college savings, and investment management. Jeffrey serves high-net-worth individuals, corporations, and individuals other than high-net-worth clients. Team Covert, LLC provides financial planning, selection of other advisors, and portfolio management for individuals. Jeffrey is committed to helping 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.
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.
1
2
MI
05/22/2024 - Present
Team Covert, LLC (AUBURN HILLS MI)
MI
02/15/2017 - 01/07/2019
HANTZ FINANCIAL SERVICES, INC. (ROMEO MI)
BC
Issued 03/17/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Covert is the right advisor for you? Invested Better is here to help.