Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Lapham is a financial professional with over 20 years of experience in the financial services industry. Heidi is currently registered with T. Rowe Price Investment Services, Inc. Heidi has held prior roles with Paychex Securities Corporation and UBS Paine Webber Inc. Heidi holds several licenses and certifications, including Series 6, 7, 63, 66, SIE, and 6TO.
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.
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.
1
2
MD
07/12/2022 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
NY
06/07/2018 - 04/17/2019
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
NJ
06/25/2001 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 08/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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