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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 Paul Artherholt is a financial advisor with Kestra Advisory Services, LLC. Jeffrey has been in the financial industry since 1998. He has a wide range of experience and expertise in financial planning, investment management, and insurance. Jeffrey is a Certified Financial Planner™ and holds the Series 4, 7, 63, and 65 licenses. Jeffrey's prior experience includes Woodbury Financial Services, Inc., Securian Financial Services, Inc., and Hill Thompson Magid, L.P.. Jeffrey is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/29/2024 - Present
Kestra Advisory Services, LLC (Tinton Falls NJ)
NJ
07/18/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TINTON FALLS NJ)
NJ
09/17/2003 - 08/08/2018
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
NJ
11/04/1997 - 12/16/2002
HILL THOMPSON MAGID, L.P. (JERSEY CITY NJ)
BC
Issued 04/27/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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