Individual Firm
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JEAN HAGSTROM
JEAN A. HAGSTROM, JEAN ANN HAGSTROM, JEAN ANN HOFFMANN
CRD#: 4278887
IA
B
WELLS FARGO ADVISORSCRD#: 19616 7600 WISCONSIN AVE
STE 900
BETHESDA, MD 20814
STE 900
BETHESDA, MD 20814
0
Disclosures
23
Years of Experience
View By:
State Registrations
B
California 11/13/2024
IA
Maryland 6/11/2024
B
Colorado 6/20/2023
B
New York 11/13/2024
B
District of Columbia 11/13/2024
B
North Carolina 6/20/2023
B
Florida 6/20/2023
B
Pennsylvania 6/20/2023
B
Georgia 6/20/2023
B
South Carolina 11/13/2024
B
Maine 6/20/2023
B
Virginia 6/20/2023
B
Maryland 6/20/2023
IA
Virginia 6/21/2023
SRO Registrations
B
B
B
B
B
B
B
B
B
B
B
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IA
Registered with this firm since 6/20/2023
B
Registered with this firm since 6/20/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/14/2022 - 06/28/2023 | Washington, DC | |
B | 10/14/2022 - 06/28/2023 | Washington, DC | |
IA | 10/23/2009 - 10/18/2022 | WASHINGTON, DC | |
B | 10/23/2009 - 10/18/2022 | WASHINGTON, DC | |
IA | 10/24/2008 - 10/23/2009 | CHICAGO, IL | |
B | 10/24/2008 - 10/23/2009 | CHICAGO, IL | |
IA | 12/02/2003 - 10/24/2008 | CHICAGO, IL | |
B | 04/24/2003 - 10/24/2008 | CHICAGO, IL | |
B | 04/09/2001 - 04/08/2003 | NEW YORK, NY |
WASHINGTON, DC
10/23/2009 - 10/18/2022
WASHINGTON, DC
10/23/2009 - 10/18/2022
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.