Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Jones is a financial advisor currently registered with Janney Montgomery Scott LLC. Heidi has been in the industry since March 2005, working with clients in Delaware and Texas. Prior to joining Janney Montgomery Scott LLC, Heidi was employed at Morgan Stanley and Citigroup Global Markets Inc. Heidi holds the Series 7, Series 63, and SIE licenses. She is a Registered Representative and Investment Advisor Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
03/31/2016 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
06/01/2009 - 04/19/2016
MORGAN STANLEY (WILMINGTON DE)
DE
02/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE DE)
MD
03/16/2005 - 02/27/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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