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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Pedersen is a financial advisor registered with Morgan Stanley. Heidi has been in the industry for over 1 year and holds the Series 63, Series 7TO, and SIE licenses. Heidi previously worked at E*TRADE SECURITIES LLC. Heidi's expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Morgan Stanley is an investment advisory firm with approximately $10 billion - $50 billion in assets under management and over 335,000 clients. The firm is known for its investment management, wealth management, and investment banking services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/05/2023 - Present
Morgan Stanley (New York NY)
NJ
06/05/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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