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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 Helgeson is an active investment advisor representative with Stonex Advisors Inc. based in Lynchburg, VA. Jeffrey has been in the financial services industry for over 30 years. Jeffrey is also registered as an investment advisor in Virginia. He is a chartered financial consultant and holds the Series 6, Series 62, Series 63, and Series 65 securities licenses. His previous experience includes positions at WRP INVESTMENTS, INC., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., EQUITY SERVICES, INC. and FORTH FINANCIAL SECURITIES, CORPORATION. Jeffrey's areas of specialization include: financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars.
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.
Financial consulting services
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.
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VA
01/30/2015 - Present
Stonex Advisors Inc. (Lynchburg VA)
VA
01/03/2012 - 09/12/2014
WRP INVESTMENTS, INC. (LYNCHBURG VA)
VA
01/01/2004 - 12/31/2011
ING FINANCIAL PARTNERS, INC. (LYNCHBURG VA)
IA
10/19/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
VT
04/13/1992 - 10/19/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
VA
08/15/1989 - 12/18/1990
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 05/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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