Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winfred? Claim Your ProfileWinfred Hasty is an Investment Advisor Representative at Newedge Advisors, LLC. Winfred has been in the financial services industry for over 30 years and is a Certified Financial Planner. He has a strong background in financial planning and portfolio management, serving individuals, families, and institutions. Previously, Winfred worked at Wells Fargo Advisors, LLC and First Union Capital Markets Corp. Winfred holds Series 7, 8, 31, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
11/30/2023 - Present
Newedge Advisors (Southern Pines NC)
NC
10/01/1999 - 10/15/2015
WELLS FARGO ADVISORS, LLC (PINEHURST NC)
NC
09/11/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/18/1989 - 09/10/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Winfred Hasty is the right advisor for you? Invested Better is here to help.
