Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Leann Rose is a financial advisor with Carnegie Investment Counsel. Heidi has been in the industry since 1998. Heidi holds the Series 6 and Series 63 licenses. Heidi specializes in providing financial planning, portfolio management and selection of other advisors services. Heidi has been with Carnegie Investment Counsel since 2013 and is registered in Kentucky and Ohio.
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.
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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OH
06/03/2013 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
RI
02/12/1998 - 05/08/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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