Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Melissa Chomatil is a financial advisor working at Stifel, Nicolaus & Company, Inc. with over 10 years of experience in the financial services industry. Heidi is registered to provide investment advice in 49 states and the District of Columbia. Heidi has also been registered in Texas since 2020. Heidi's firm manages assets for a variety of clients including individuals, businesses, investment companies, high-net-worth clients, and institutional investors. Heidi's specialties include financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
06/30/2014 - 02/04/2015
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
04/11/2014 - 06/19/2014
MONARCH BAY SECURITIES, LLC (IRVINE CA)
CA
04/01/2013 - 12/12/2013
JERA SECURITIES, INC. (LOS ANGELES CA)
NY
11/05/2013 - 11/25/2013
CAPITAL PATH SECURITIES, LLC (MIDDLE ISLAND NY)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2013
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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