Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Swanson is a financial advisor with Fidelity Brokerage Services LLC. Heidi has been in the financial industry since 2017 and holds the Series 63, Series 7, and SIE licenses. Heidi has been registered in 53 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Heidi worked at Victory Capital Services, Inc. and USAA Financial Advisors, 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.
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.
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2
TX
10/22/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/09/2020 - 09/10/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
10/05/2016 - 07/03/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BC
Issued 10/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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