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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 William Hackett is a financial advisor with UBS Financial Services Inc. in San Diego, California. Jeffrey has been working in the financial services industry since 1995 and has a wide range of experience. Jeffrey is registered with the Securities and Exchange Commission and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Jeffrey specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions.
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.
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.
See schedule d - miscellaneous
1
2
CA
07/01/2010 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
04/02/2007 - 12/01/2008
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
CA
08/30/1999 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO SANTE FE CA)
NY
06/07/1996 - 09/02/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/20/1995 - 06/14/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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