Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Weir is a financial advisor with Charles Schwab & Co., Inc. Heidi has been in the financial industry since 2010 and has worked at several firms including EF Legacy Securities, LLC and Sanders Morris Harris LLC. Heidi has a Series 66, SIE, and Series 7. Heidi is registered to provide securities and investment advisory services in 33 states and Washington D.C. Heidi currently works in the Corte Madera, California office of Charles Schwab & Co., 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
09/28/2018 - Present
Charles Schwab & CO., Inc. (Corte Madera CA)
CA
04/22/2016 - 09/27/2018
EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)
CA
05/13/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COSTA MESA CA)
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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