Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Headington is a financial advisor registered with Edward Jones. Heidi has been in the industry since January 27, 2020 and has worked with Edward Jones since December 2015. Heidi is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Heidi is licensed in 26 states, including California, Texas, Alabama, Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Kentucky, Missouri, Montana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Washington, and Wisconsin. Heidi has her Series 7, Series 66, and SIE licenses. Heidi specializes in working with high net worth individuals, businesses, and individuals other than high net worth. She offers a variety of services, including financial planning, portfolio management, and investment advisory 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
03/19/2021 - Present
Edward Jones (ROCKLIN CA)
BOTH
Issued 05/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Heidi Headington is the right advisor for you? Invested Better is here to help.
