linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allene Ward Heilman

Gradient Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allene? Claim Your Profile

About Allene Ward Heilman

Allene Ward Heilman is a financial advisor with Gradient Securities, LLC. Allene is based in VIRGINIA BEACH, VA, and has been in the industry since September 17, 2009. Allene provides financial planning, portfolio management for individuals, and selection of other advisers to clients. Gradient Securities, LLC is based in Arden Hills, MN and has been in business since 2003. The firm offers a variety of services including financial planning, pension consulting, and portfolio management. Gradient Securities, LLC has over 6600 accounts with approximately $475 million in assets under management.

Firm Information

Allene Heilman is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allene Heilman’s Registration & Firm History

VA

06/02/2020 - Present

Gradient Securities, LLC (VIRGINIA BEACH VA)

VA

11/15/2017 - 05/29/2020

GRADIENT SECURITIES, LLC (VIRGINIA BEACH VA)

VA

09/19/2007 - 11/19/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)

Not sure if Allene Ward Heilman is right for you?

Licenses & Designations

BOTH

Issued 01/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allene Ward Heilman.
Not sure if Allene Ward Heilman is right for you?