Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Haines Benavidez is a financial advisor who has been working in the industry since 2001. Heidi is registered with Beacon Pointe Advisors, LLC in California. Previously, Heidi has worked with WM Financial Services, Inc. and Associated Securities Corp.. Heidi has earned the Series 6 and Series 63 licenses and is also a Chartered Financial Analyst. Heidi specializes in providing financial planning, portfolio management and educational seminars to individuals, families, businesses, and institutions.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
12/21/2021 - Present
Beacon Pointe Advisors, LLC (Newport Beach CA)
CA
07/08/2005 - 06/05/2006
WM FINANCIAL SERVICES, INC. (FOUNTAIN VALLEY CA)
MA
06/11/2001 - 07/11/2005
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BC
Issued 07/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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