Unclaimed
Heidi Thayer is a financial professional with over 20 years of experience in the industry. Heidi is currently registered with Cetera Investment Services LLC. Heidi is licensed to sell securities in California, Florida, Indiana, Iowa, Michigan, Oregon, Texas, and Wisconsin. Heidi has a Series 6 and a Series 63 license.
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.
1
2
IN
06/20/2019 - Present
Cetera Investment Services LLC (INDIANAPOLIS IN)
IN
07/10/2002 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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