Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi McLemore is a financial advisor at D.a. Davidson & Co. Heidi has been in the financial industry since 2000. Heidi has a broad range of experience, and holds several licenses, including Series 6, 7, 24, 26, 52, 53, 66, 79TO, and SIE. Heidi has worked at Robert W. Baird & Co. Incorporated, Grand Distribution Services, LLC and UMB Distribution Services, LLC. Heidi specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Heidi provides a variety of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
WI
03/30/2022 - Present
D.a. Davidson & Co. (Waukesha WI)
WI
05/08/2012 - 03/22/2022
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/09/2009 - 05/07/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
11/21/2000 - 05/07/2012
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/10/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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