Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Kaney is a financial advisor with over 20 years of experience in the industry. She is currently registered with T. Rowe Price Associates, Inc. and is licensed in both California and Maryland. Heidi has a strong background in investment management, working with clients of all sizes, including individuals, businesses, and institutions. She is passionate about helping clients achieve their financial goals and has a proven track record of success.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
02/05/2019 - Present
T. Rowe Price Associates, Inc. (San Francisco CA)
IL
01/30/2008 - 10/31/2013
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
12/03/2003 - 11/29/2007
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
NC
07/01/2003 - 12/01/2003
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
07/12/2002 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/27/1999 - 07/01/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
04/17/1996 - 07/29/1998
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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