Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Cartwright is a registered investment advisor representative and financial advisor with over 10 years of experience in the financial services industry. Heidi specializes in providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. Heidi currently works at CG Advisory Services, which offers a variety of investment products and services, including mutual funds, stocks, bonds, and alternative investments. Heidi is committed to providing her clients with personalized financial guidance and support. Prior to joining CG Advisory Services, Heidi worked at Geneos Wealth Management, Inc., and WFG Investments, Inc.
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.
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.
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2
MI
07/14/2016 - Present
CG Advisory Services (Traverse City MI)
MI
08/29/2017 - 04/26/2023
GENEOS WEALTH MANAGEMENT, INC. (Traverse City MI)
MI
05/15/2015 - 08/31/2017
WFG INVESTMENTS, INC. (TRAVERSE CITY MI)
MI
06/29/2012 - 05/18/2015
INVEST FINANCIAL CORPORATION (TRAVERSE CITY MI)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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