Jeffrey Hegedus (CRD# 7354816) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 2 years of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3017990
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jun 2022 - Current | 1 |
| Milestone Financial Associates, LLC | Macungie, PA | Jun 2022 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jan 2022 - Jun 2022 | < 1 |
| Desales University | Center Valley, PA | May 2020 - May 2022 | 2 |
| Ugi Utilities Inc. | Bethlehem, PA | Oct 2021 - Nov 2021 | < 1 |
| Americorps - Norwescap | Phillipsburg, NJ | Nov 2020 - Dec 2020 | < 1 |
| Calpine Corporation | Bethlehem, PA | Aug 2011 - Sep 2020 | 9 |
| Northampton Community College | Bethlehem, PA | Jan 2017 - May 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- PA
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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