Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Dresbach is a financial professional with over 25 years of experience in the industry. Heidi has held various roles in the financial services sector, most recently with LPL Financial LLC in Fort Mill, SC. Heidi is a licensed Investment Advisor Representative (IAR) and has a strong background in both Broker-Dealer and Investment Advisor services. Heidi is also a Registered Representative of LPL Financial LLC and has held registrations with firms such as GWFS Equities, Inc., Prudential Annuities Distributors, Inc., and Charles Schwab & Co., Inc. Heidi holds several professional licenses and designations, including Series 7, Series 6, and Series 63.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/11/2021 - Present
LPL Financial LLC (FORT MILL SC)
CO
11/12/2020 - 04/09/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
07/16/2020 - 08/31/2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MI
01/27/2011 - 12/03/2019
CHARLES SCHWAB & CO., INC. (Novi MI)
OH
01/22/2007 - 08/18/2010
PRINCOR FINANCIAL SERVICES CORPORATION (CLEVELAND OH)
MA
06/10/2005 - 01/05/2007
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CA
08/17/2004 - 01/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
GA
12/04/1997 - 02/20/2003
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
ME
05/20/1993 - 11/07/1997
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IA
Issued 10/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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