Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Magnuson is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Heidi has been in the financial services industry since March 2004. Heidi is licensed to provide financial advice in several states, including Texas, Minnesota, Wisconsin, California, Florida, North Dakota, Arizona, and South Dakota. Previous to joining Wells Fargo Advisors, Heidi worked at Raymond James Financial Services, Inc. and Invest Financial Corporation.
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.
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.
Investment consulting services to institutional clients
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.
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2
MN
09/16/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
08/06/2009 - 09/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLMAR MN)
MN
03/18/2004 - 08/07/2009
INVEST FINANCIAL CORPORATION (WILLMAR MN)
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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