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Heather Lyn Honeychuck

Newedge Advisors

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About Heather Lyn Honeychuck

Heather Lyn Honeychuck is a registered representative of Newedge Advisors, with an active registration in Pennsylvania since November 1, 2021. Heather has been in the industry since July 17, 2009. Heather is registered with FINRA as a General Securities Representative and holds the Series 7TO, SIE, and Series 11 exams. Heather also holds the Series 66 exam, which qualifies her to provide investment advice in Pennsylvania. Prior to joining Newedge Advisors, Heather was a registered representative at H. Beck, Inc. She is also a licensed insurance agent and has experience as a tax preparer.

Firm Information

Heather Honeychuck is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Heather Honeychuck’s Registration & Firm History

LA

11/01/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

PA

01/24/2008 - 12/17/2018

H. BECK, INC. (MOON TOWNSHIP PA)

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Licenses & Designations

BOTH

Issued 05/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2008

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Heather Lyn Honeychuck.
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