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Deanna Michelle Heid

Kestra Investment Services, LLC

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About Deanna Michelle Heid

Deanna Heid is a financial advisor registered with Kestra Investment Services, LLC, and has been in the industry since 2015. Deanna has successfully passed the Securities Industry Essentials (SIE), General Securities Representative (Series 7), and other necessary exams. Deanna is currently registered with the state of Maryland to offer investment advice.

Firm Information

Deanna Heid is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Deanna Heid’s Registration & Firm History

MD

04/04/2015 - Present

Kestra Investment Services, LLC (TIMONIUM MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deanna Michelle Heid.
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