Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Fifield is a financial advisor with Osaic Wealth, Inc. based in San Diego, CA. Heidi has been in the financial industry since 2018 and has experience in various aspects of financial planning and wealth management. Heidi is a registered representative with FINRA, a state-registered investment advisor representative and holds several industry designations. Heidi has worked with a variety of clients, including individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and guidance to help them 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
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
08/23/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ESCONDIDO CA)
CA
02/22/2018 - 09/13/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 05/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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