Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Gillespie Schenz has been a registered representative for over 27 years. Heidi is a registered investment advisor representative and a broker-dealer in West Virginia, Texas, and Ohio. Heidi holds the Series 31, Series 6, Series 7, and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Heidi has been associated with Raymond James & Associates, Inc. since February 2015. Heidi has worked in the securities industry for over 27 years and was previously associated with Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Raymond James Financial Services, Inc., Marketing One Securities, Inc., Forth Financial Securities, Corporation, and Financial Horizons Securities Corporation. Heidi works with individuals, high-net-worth individuals, insurance companies, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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
WV
02/24/2015 - Present
Raymond James & Associates, Inc. (Vienna WV)
WV
06/01/2009 - 02/27/2015
MORGAN STANLEY (PARKERSBURG WV)
WV
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARKERSBURG WV)
MD
01/03/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
FL
05/03/1999 - 11/22/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OR
11/27/1996 - 04/30/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VA
02/13/1995 - 12/02/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
02/06/1995 - 02/07/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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