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Heide Sarah Kavo

Prudential Annuities Distributors, Inc.

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About Heide Sarah Kavo

Heide Sarah Kavo is a financial advisor with over 25 years of experience in the industry. She is currently registered with Prudential Annuities Distributors, Inc. She is licensed to sell securities in 12 states including Arizona, California, Colorado, Florida, Hawaii, Montana, Nevada, Oregon, South Dakota, Utah, Washington and Wyoming. Heide has passed the Series 6, 7, 26, 63 and 65 exams. She is also a registered representative of Prudential Annuities Distributors, Inc. Heide holds a Series 26 license and is a Registered Principal for this firm. Previously, Heide was registered with Global Atlantic Distributors, LLC, Lincoln Financial Distributors, Inc. and Directed Services, Inc.. Heide is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Heide Kavo is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

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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Heide Kavo’s Registration & Firm History

CO

03/27/2020 - Present

Prudential Annuities Distributors, Inc. (Highlands Ranch CO)

CT

02/17/2016 - 03/10/2020

GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)

PA

06/20/2005 - 02/17/2016

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

07/20/2001 - 06/07/2005

DIRECTED SERVICES, INC. (WEST CHESTER PA)

CT

08/30/1996 - 07/26/2001

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heide Sarah Kavo.
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