Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Wayne Hagy is an Investment Adviser Representative at Foundations Investment Advisors LLC, located in Phoenix, AZ. Jimmy has been in the industry since January 2014. Jimmy holds a Series 65 license and is registered with the state of Tennessee. Jimmy has been employed with Foundations Investment Advisors LLC since March 2017. Jimmy also has a previous employment at Southbay Church in Riverview, FL. Jimmy is a licensed insurance agent with Malia Financial Group. Jimmy Wayne Hagy specializes in providing financial planning, educational seminars and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
07/21/2017 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 03/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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