Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Sidley is a registered investment advisor representative (IAR) with Onedigital Investment Advisors. Heidi has been working in the financial industry for over 10 years, and has experience providing financial advice to individuals, families, and businesses. Heidi has a Series 7 and Series 66 license. She is a Registered Representative of LPL Financial LLC. Heidi also previously worked for NRP Financial, Inc. and Stone Street Equity. Heidi is a graduate of the University of Pennsylvania and holds a Bachelor of Arts in Economics. Heidi is committed to providing her clients with personalized financial advice that meets their individual needs and goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/15/2021 - Present
Onedigital Investment Advisors (White Plains NY)
NY
11/30/2010 - 03/01/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
NY
10/14/2009 - 11/30/2010
NRP FINANCIAL, INC. (PURCHASE NY)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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