Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Oakley is an investment advisor representative with Kestra Advisory Services, LLC, and a registered representative with Kestra Investment Services, LLC. Heidi has been in the financial services industry since April 2016. Heidi is licensed in 41 states, as well as the District of Columbia. Heidi holds the Series 6, Series 63 and Series 65 securities licenses. Heidi has experience providing financial planning and investment advice to individuals and businesses. Heidi is also experienced in providing investment advice to pension and profit sharing plans, corporations, and other businesses.
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.
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AZ
05/02/2024 - Present
Kestra Advisory Services, LLC (Tuscon AZ)
AZ
04/07/2016 - 05/03/2024
COMMONWEALTH FINANCIAL NETWORK (TUCSON AZ)
IA
Issued 09/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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