Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Lorraine Schmidt is a financial advisor at Schwab Wealth Advisory, Inc., with over 20 years of experience in the financial services industry. Heidi has a strong background in providing financial advice to individual investors, and is also registered with the Securities and Exchange Commission as an investment advisor representative. Prior to joining Schwab Wealth Advisory, Inc., Heidi worked at USAA Financial Advisors, Inc. and USAA Investment Management Company, and earlier in her career, at Edward Jones and American Express Financial Advisors Inc.. Heidi is a Certified Financial Planner, and holds Series 7, 9, 10, 63 and 65 securities licenses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
05/14/2019 - Present
Schwab Wealth Advisory, Inc. (WESTLAKE TX)
TX
08/31/2007 - 04/18/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
11/24/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MO
09/06/2001 - 01/02/2003
EDWARD JONES (ST. LOUIS MO)
MN
08/25/1999 - 08/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1999 - 08/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/1/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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