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Jeffrey Haines

Jeffrey haines

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location of Jeffrey HainesGlastonbury, Connecticut, United States
Phone number of Jeffrey HainesView Mobile No.
Followers of Jeffrey Haines1000 followers

  • Timeline

  • About me

    Wealth Advisor at Gateway Financial Partners

  • Education

    • Bentley university

      1986 - 1990

    • Richmond, the american international university in london

      1987 - 1988

  • Experience

    • Morgan stanley

      Jun 1995 - Jul 2005
      Associate vice president - investments / financial advisor

    • Wells fargo advisors, llc

      Aug 2005 - Feb 2016
      Vice president / investment officer / financial advisor

    • Outlook wealth management of raymond james & associates

      Feb 2016 - Sept 2023
      Vice president, wealth management

      PROVIDING A COMBINATION OF FINANCIAL SERVICES, SUPPORT, AND GUIDANCE TO HELP YOU EACH STEP OF THE WAY IN PURSUIT OF ALL OF YOUR PERSONAL AND BUSINESS FINANCIAL GOALS

    • Gateway financial partners

      Sept 2023 - now
      Financial advisor

      Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants are affiliated with Gateway Financial Partners are registered to do business, please visit www.gatewayfinancialpartners.com Show less

  • Licenses & Certifications

    • Series 7, series 31, series 63, series 65, insurance licensed life & annuity

      Jun 1995

  • Volunteer Experience

    • volunteer on outreach team

      Issued by The Bloom Initiative on Jul 2019
      The Bloom InitiativeAssociated with Jeffrey Haines

    • volunteer

      Issued by Covenant Soup Kitchen on Sept 2019
      Covenant Soup KitchenAssociated with Jeffrey Haines

    • Member

      Issued by Newington Rotary Club on Feb 1996
      Newington Rotary ClubAssociated with Jeffrey Haines

    • Volunteer

      Issued by Hands On Hartford on Feb 2023
      Hands On HartfordAssociated with Jeffrey Haines

    • volunteer

      Issued by St. Vincent De Paul Place on Jan 2000
      St. Vincent De Paul PlaceAssociated with Jeffrey Haines

    • volunteer shopper

      Issued by Warm The Children Inc on Dec 2000
      Warm The Children IncAssociated with Jeffrey Haines

    • Community Volunteer

      Issued by Perceptions Programs, Inc. on Jan 2023
      Perceptions Programs, Inc.Associated with Jeffrey Haines