Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Eileen Spurlock is a registered representative with U.S. Bancorp Investments, Inc. in Boise, ID. Heidi has been in the securities industry since 2009 and holds the Series 66, 52TO, 7, SIE and 24 licenses. Heidi has previously worked at Chase Investment Services Corp., Key Investment Services LLC, and WAMU Investments, Inc. Heidi has a variety of industry experience and is able to provide financial planning, portfolio management for businesses and individuals, and publication of periodicals. Heidi also provides essential oil consulting services through DoTerra.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
04/03/2012 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
ID
11/17/2011 - 03/30/2012
CHASE INVESTMENT SERVICES CORP. (BOISE ID)
OH
01/06/2010 - 09/09/2011
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
IL
05/02/2009 - 01/12/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
01/23/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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