Unclaimed
Heidi Samuels is a registered representative with Wells Fargo Securities, LLC. Heidi is licensed to sell securities in Minnesota and holds the Series 63, Series 79TO, and SIE licenses. Heidi began working in the securities industry on December 10, 2023.
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.
1
2
MN
12/11/2023 - Present
Wells Fargo Securities, LLC (MINNEAPOLIS MN)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Heidi Samuels is the right advisor for you? Invested Better is here to help.