Jeff Helgeson
Investment Advisor Representative @Sa Stone Wealth Management Inc
Lynchburg, VA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2012 — Present
Investment Advisor Representative @Sa Stone Wealth Management Inc
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Securities and brokerage services offered through SA Stone Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through SA Stone Investment Advisors, Inc, an SEC-registered investment advisor.
EDUCATION
1991 — 2003
The American College of Financial Services
Master of Science Financial Services, Financial Planning
1985 — 1988
Liberty University
BS, Finance
1988 — 1990
Liberty University
MBA, Business
SKILLS
Asset AllocationMutual FundsSeries 7Retirement PlanningIrasFixed AnnuitiesRetirementStrategic Financial PlanningFinancial Planning401k RolloversWealth ManagementFinancial AdvisoryUniform Combined State LawRoth IraSeries 6Financial Planners401kWealth AccumulationInvestmentsEstate PlanningInvestment AdvisorySeries 65Series 63
ABOUT JEFF HELGESON
Investment Advisor Representative
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