Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Lane Larson is an Investment Advisor Representative with Empower Advisory Group, LLC. Heidi has been in the financial industry for over 10 years and is registered with the state of Georgia. Heidi has Series 63, 65, and 26 licenses as well as the SIE and Series 7 licenses. Heidi specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Previous employers include PFS Investments Inc., Primerica Financial Services, Jackson Hewitt Tax Service, and Empower Financial Services, Inc. Heidi provides financial advice to a wide range of clients, including individuals, families, and businesses. Heidi is committed to providing her clients with personalized financial advice and guidance. Heidi is a partner/co-author in an LLC that is publishing a children's book.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
GA
10/20/2023 - Present
Empower Advisory Group, LLC (DAHLONEGA GA)
GA
02/26/2020 - 06/21/2023
PFS INVESTMENTS INC. (CUMMING GA)
IA
Issued 08/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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