Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Elick is a financial advisor with over 10 years of experience. Heidi is registered with Securities America, Inc. and currently works with McManus Cooper. Heidi has a Series 7, Series 63, and Series 65 license as well as the SIE exam. Heidi has worked with individuals, families, corporations, trusts, and pension plans. Heidi is a resident of Paradise, California, and has earned several designations including CFP, which signifies a commitment to professional standards and ethical practices. Heidi believes in providing comprehensive financial planning services to her clients and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
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2
CA
01/18/2022 - Present
McManus Cooper (Paradise CA)
CA
01/10/2013 - 01/19/2022
SECURITIES AMERICA, INC. (PARADISE CA)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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