Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Hellerstedt is a financial advisor at First Citizens Investor Services, Inc. He has over 20 years of experience in the financial services industry. Jeffrey holds a Series 7, 24, 52, 53, and 66 securities licenses. Jeffrey's experience includes portfolio management for individuals and businesses, and financial planning. Prior to joining First Citizens Investor Services, Inc., Jeffrey worked at Arvest Wealth Management, Cambridge Investment Research, Inc., Centaurus Financial, Inc., and Next Financial Group, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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2
NC
04/21/2023 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
AR
01/02/2014 - 08/19/2021
ARVEST WEALTH MANAGEMENT (LOWELL AR)
AR
12/19/2011 - 12/20/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (BENTONVILLE AR)
AR
08/05/2009 - 12/20/2011
CENTAURUS FINANCIAL, INC. (BENTONVILLE AR)
MO
01/06/2004 - 08/07/2009
NEXT FINANCIAL GROUP, INC. (COLUMBIA MO)
VA
02/05/2002 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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