Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Hershman is a financial advisor with over 20 years of experience in the financial industry. Heidi is currently registered with Cetera Investment Advisers LLC and HBW Advisory Services LLC. Heidi has worked with various financial institutions, including PFS Investments Inc. and HBW Securities LLC. Heidi has a wide range of experience in financial planning, investment management, and insurance. Heidi is dedicated to providing her clients with personalized financial advice and guidance. Heidi's areas of expertise include financial planning, investment management, retirement planning, and college savings. Heidi is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (AGOURA CA)
CA
09/21/2011 - 07/24/2017
HBW SECURITIES LLC (CAMARILLO CA)
CA
05/25/2001 - 09/08/2011
PFS INVESTMENTS INC. (CAMARILLO CA)
IA
Issued 07/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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