linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Scott Heinel

IC Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Scott Heinel

Jeffrey Heinel is an investment advisor representative at IC Advisory Services, Inc. Jeffrey has been in the financial industry since 1986 and has a wide range of experience in providing financial advice to individuals, corporations, and institutions. Jeffrey holds Series 3, 7, 24, 63 and 66 licenses, as well as registrations in several states. Jeffrey specializes in providing financial planning, investment management, and pension consulting services. Jeffrey is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Jeffrey Heinel is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Heinel’s Registration & Firm History

NJ

08/28/2024 - Present

IC Advisory Services, Inc. (LAWRENCE TOWNSHIP NJ)

NY

03/17/1986 - 07/17/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Jeffrey Scott Heinel is right for you?

Licenses & Designations

BOTH

Issued 12/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1991

Series 3 - National Commodity Futures Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Scott Heinel.
Not sure if Jeffrey Scott Heinel is right for you?