Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Collins is a financial advisor registered with Capital Advisors, Inc.. Heidi has been in the financial services industry since 2011 and has experience working at both Morgan Stanley and Capital Advisors, Inc.. Heidi's registration with Capital Advisors, Inc. is active in Oklahoma and Texas. She also holds licenses for both Series 66 and Series 7. Capital Advisors, Inc. is a registered investment advisor with the SEC and has offices in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisers, portfolio management for individuals, businesses, and investment companies, and advisory services. The firm primarily serves individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
OK
06/27/2023 - Present
Capital Advisors, Inc. (TULSA OK)
OK
11/30/2018 - 07/26/2022
MORGAN STANLEY (Tulsa OK)
BOTH
Issued 02/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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