Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Heinemann is an investment advisor representative with Edelman Financial Engines, licensed in Maryland and Texas. David is a Certified Financial Planner and has over 19 years of experience in the financial services industry. Prior to joining Edelman Financial Engines, David worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, SMH Capital Inc. and Commonwealth Financial Network. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
11/01/2018 - Present
Edelman Financial Engines (SILVER SPRING MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
09/05/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SILVER SPRING MD)
MD
08/11/2006 - 11/29/2007
SMH CAPITAL INC. (BETHESDA MD)
MD
08/23/1999 - 08/15/2006
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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