Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Noelle Wilson is a financial advisor with Steelpeak Wealth, LLC. Heidi has been in the financial services industry for over 15 years and holds the Series 7 and Series 66 licenses. Heidi has experience working with individuals, families, corporations, and retirement plans. Her expertise includes financial planning, portfolio management, and selection of other advisors. Heidi is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
NM
06/24/2024 - Present
Steelpeak Wealth, LLC (Sandia Park NM)
NM
09/07/2021 - 06/22/2024
J.P. MORGAN SECURITIES LLC (Albuquerque NM)
NM
07/20/2017 - 01/23/2020
BANCWEST INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
NM
01/02/2015 - 06/19/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ALBUQUERQUE NM)
CA
08/16/2010 - 11/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
09/12/2008 - 12/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Heidi Wilson is the right advisor for you? Invested Better is here to help.
