Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Ludeman is a financial professional with over 15 years of experience in the industry. Heidi is currently registered with United Planners' Financial Services of America A Limited Partner, and previously worked at Centaurus Financial, Inc. and Russell Implementation Services Inc. Heidi holds Series 66, Series 24, Series 7, and SIE licenses. Heidi specializes in financial planning, portfolio management for individuals, pension consulting and selection of other advisors. Heidi is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
11/01/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WA
01/03/2014 - 10/28/2022
CENTAURUS FINANCIAL, INC. (FERNDALE WA)
WA
12/09/2009 - 03/12/2013
RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
10/31/2008 - 03/12/2013
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
11/23/2006 - 10/17/2008
PACIFIC WEST SECURITIES, INC. (RENTON WA)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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