Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Taliaferro-hinkle is a financial advisor with Avantax Investment Services, Inc. Heidi is a registered representative and has been in the industry since 2009. Heidi has worked with multiple firms including Wells Fargo Advisors Financial Network, LLC, NYLIFE SECURITIES LLC and Woodbury Financial Services, Inc. Heidi has a Series 7 and Series 66 license, along with the Securities Industry Essentials Examination. Heidi is located in Mineral Wells, Texas and has a branch office in Arlington, Texas.
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.
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.
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2
TX
10/23/2019 - Present
Avantax Investment Services, Inc. (Mineral Wells TX)
TX
06/06/2018 - 11/05/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANSFIELD TX)
TX
01/25/2018 - 06/05/2018
NYLIFE SECURITIES LLC (DALLAS TX)
TX
09/22/2016 - 12/21/2016
LION STREET FINANCIAL, LLC (Waco TX)
TX
03/11/2014 - 09/26/2016
WOODBURY FINANCIAL SERVICES, INC. (WACO TX)
TX
01/01/2008 - 07/26/2013
WELLS FARGO ADVISORS, LLC (WACO TX)
TX
07/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WACO TX)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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