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David Eric Heinz

Sunbelt Securities, Inc.

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About David Eric Heinz

David Eric Heinz is a registered representative with Sunbelt Securities, Inc. David has been in the industry since July 11, 2001. David has been registered with Sunbelt Securities, Inc. since December 2009. David is also registered as an Investment Advisor Representative with Sunbelt Securities, Inc. in Florida and Texas. David holds the Series 7, Series 31, Series 66, and Series 79TO licenses. David's specializations include investment companies, hedge funds, private equity, and venture capital.

Firm Information

David Heinz is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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David Heinz’s Registration & Firm History

TX

12/24/2009 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

11/13/2003 - 01/06/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)

NJ

07/11/2001 - 11/26/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 07/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Eric Heinz.
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