Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Rebecca Lange missett is a financial advisor with over 18 years of experience in the financial services industry. Heidi has been registered with Wells Fargo Clearing Services, LLC since November 2016. Heidi is licensed to provide investment advice in Ohio and West Virginia. Heidi also holds licenses in several other states. In addition to her work with Wells Fargo Clearing Services, LLC, Heidi is the 100% owner of Missett Wealth Management LLC, which is a financial planning and investment advisory firm in St. Clairsville, Ohio. Heidi provides investment consulting services to institutional clients and has specialized in investment management for individuals, businesses, and corporations.
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.
1
2
WV
09/11/2007 - Present
Wells Fargo Clearing Services, LLC (WHEELING WV)
PA
08/22/2005 - 09/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
MN
08/22/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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