Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wade Hastings has been in the financial services industry since 2004. Jeffrey is registered with Avantax Advisory Services, a Registered Investment Advisor, and has a Series 7 and Series 66 license. Jeffrey is active in California, Arizona, Idaho, Nevada, Oregon, and Utah. In addition to his role with Avantax, Jeffrey has held various positions in the financial services industry, including tax preparation and accounting, and has worked in a number of different businesses including Hawkes & Hastings Accountancy Corp, Hawkes Hastings & Aaron Accountancy Corporation and Hawkes, Hastings & Aaron Financial Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
05/08/2008 - Present
Avantax Advisory Services (WALNUT CREEK CA)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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