Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gunther Helwig is a financial advisor currently registered with Millennium Advisors, LLC. Jeffrey has been in the industry since 2013 and holds a Series 7, Series 52, Series 53, and SIE licenses. Jeffrey is registered in North Carolina. Jeffrey has prior experience with TRADEKING and Charles Schwab & Co., Inc.
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.
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.
1
2
NC
12/07/2016 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NC
05/07/2014 - 12/06/2016
TRADEKING (CHARLOTTE NC)
AZ
12/18/2012 - 04/16/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 10/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2014
Series 4 - Registered Options Principal Examination
BC
Issued 09/03/2024
Series 57TO - Securities Trader Exam
BC
Issued 11/02/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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