Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Allen Brewer is a financial advisor with Trumbower Financial Advisors LLC. Heath has been in the financial services industry since 1998. Heath is registered as an investment advisor in Maryland and Texas. Heath is a Certified Financial Planner and holds Series 4, 7, 9, 10, 24, 55, 63 and 65 licenses. Heath specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.
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.
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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MD
09/23/2013 - Present
Trumbower Financial Advisors LLC (BETHESDA MD)
NJ
07/02/2012 - 02/13/2013
KNIGHT CAPITAL AMERICAS LLC (JERSEY CITY NJ)
NJ
02/21/2002 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NJ
11/13/2003 - 12/31/2010
KNIGHT CAPITAL MARKETS LLC (JERSEY CITY NJ)
NE
10/01/1999 - 02/19/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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