Unclaimed
Eric Heden is a financial advisor who has been in the industry since January 6, 2020. Eric is currently registered with Ares Wealth Management Solutions, LLC and holds Series 4, 7TO, 63 and 66 licenses. Eric has previously been employed with Robinhood Financial, LLC and Fidelity Brokerage Services LLC. Eric has a strong track record in the industry and is committed to providing clients with personalized financial advice.
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.
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.
1
2
CO
01/25/2023 - Present
Ares Wealth Management Solutions, LLC (DENVER CO)
CO
11/06/2020 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
05/31/2019 - 09/11/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2022
Series 4 - Registered Options Principal Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eric Heden is the right advisor for you? Invested Better is here to help.