Jeffrey Hellerstedt, financial advisor Raleigh NC

Jeffrey Hellerstedt

CRD Number: 4488432
Current Firm: First Citizens Investor Services, Inc.

Jeffrey Hellerstedt (CRD# 4488432) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Aug 2021 - Current 2
Arvest Asset Management Lowell, AR Dec 2013 - Aug 2021 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Jeffrey S. Hellerstedt
Phone Number: 800-229-0205
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    1,527
    MILLIONS
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV

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