Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Margaret Pederson is an investment advisor representative at M Holdings Securities, Inc. and has been in the industry since 2001. Heidi is licensed in 21 states and specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Heidi has previously worked with LPL Financial LLC and Octavus LLC.
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.
1
2
OR
08/06/2019 - Present
M Holdings Securities, Inc. (PORTLAND OR)
MN
08/23/2013 - 07/29/2019
LPL FINANCIAL LLC (EDEN PRAIRIE MN)
MN
11/22/2010 - 05/01/2012
M HOLDINGS SECURITIES, INC. (MINNETONKA MN)
CA
05/23/2008 - 12/23/2009
M HOLDINGS SECURITIES, INC. (COVINA CA)
MN
06/01/2007 - 04/21/2008
OCTAVUS LLC (EXCELSIOR MN)
OR
02/26/1999 - 05/18/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IA
Issued 01/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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