Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Hegstrom is an investment advisor representative with Wedbush Securities Inc. Jeffrey has over 34 years of experience in the securities industry. Jeffrey is registered with the state of Oregon. Jeffrey has passed several exams including the Series 7, Series 63 and Series 65.
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.
1
2
OR
02/08/2018 - Present
Wedbush Securities Inc. (LAKE OSWEGO OR)
OR
10/19/2001 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
CA
02/05/1999 - 10/19/2001
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
04/11/1997 - 05/05/1997
CHARTER INVESTMENT GROUP (PORTLAND OR)
CA
01/15/1996 - 04/09/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
12/22/1987 - 04/04/1996
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
IA
Issued 05/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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