Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi King is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Lebanon, Tennessee. Heidi has been in the industry since 2006. Heidi has been registered with the state of Tennessee since 2013 and is also registered with the state of Alabama, California, Florida, Georgia, Indiana, Kentucky, Massachusetts, Ohio, South Dakota, and Tennessee. Heidi has passed the Series 7, Series 66, and SIE exams. Heidi has experience in the financial services industry, serving the needs of insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Heidi offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
10/17/2013 - Present
Raymond James Financial Services Advisors, Inc. (LEBANON TN)
TN
08/31/2011 - 09/27/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
09/06/2006 - 08/24/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (HERMITAGE TN)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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