Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Shelton-grimes is an active Registered Representative with Morgan Stanley. Heidi has been in the financial services industry for over 10 years. Heidi holds a Series 6, Series 7TO, Series 63, Series 66, Series 9 and Series 10 license. Heidi is registered with the state of Texas and Utah. Heidi is also registered with the state of Utah as an Investment Advisor Representative. Heidi has experience in several financial services areas including Portfolio Management for Individuals, Financial Planning, and Asset Allocation Advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
09/04/2019 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
10/01/2012 - 03/19/2015
J.P. MORGAN SECURITIES LLC (SANDY UT)
UT
05/28/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANDY UT)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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