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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 Alex Hegedus is a financial advisor with Commonwealth Financial Network. Jeffrey has been in the financial services industry since 2022. Jeffrey is registered with Commonwealth Financial Network, Milestone Financial Associates, LLC and is licensed to operate in Pennsylvania. Jeffrey has Series 7, 63 and 65 licenses as well as the SIE exam. Jeffrey holds the Certified Financial Planner designation. Jeffrey has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities. Jeffrey provides financial planning services, including retirement planning, college savings, and estate planning.
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.
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PA
01/03/2024 - Present
Commonwealth Financial Network (MACUNGIE PA)
PA
02/24/2022 - 07/05/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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