Unclaimed
Bernard Heigl is a financial advisor with The Huntington Investment Co.. He has been in the industry since 2013 and holds licenses in 53 states. Bernard Heigl specializes in portfolio management for individuals and businesses. He is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/03/2023 - Present
THE Huntington Investment Co. (Beaver PA)
PA
12/09/2019 - 07/13/2021
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
PA
08/29/2013 - 10/03/2019
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 04/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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