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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hehn is a registered investment advisor representative with The Ameriflex Group, a firm based in Las Vegas, Nevada. David has been in the industry since October 22, 2007, and has experience providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. David has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized financial advice and helping clients make informed decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
01/26/2024 - Present
THE Ameriflex Group (Las Vegas NV)
NV
01/14/2016 - 01/24/2024
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
NV
03/25/2015 - 01/05/2016
WELLS FARGO ADVISORS, LLC (RENO NV)
NV
01/03/2011 - 01/13/2015
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
NV
02/02/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RENO NV)
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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