Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Sarah Hirsh is a financial advisor with over 20 years of experience in the financial industry. Heidi is currently registered with Osaic Wealth, Inc. and Anthony Petsis & Associates Inc., and she is licensed to provide financial advice in several states, including Florida, New Jersey, and Pennsylvania. Heidi has a strong track record of helping individuals and families 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/24/2021 - Present
Osaic Wealth, Inc. (NEWTOWN PA)
PA
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (LANGHORNE PA)
PA
12/02/2015 - 11/01/2017
GIRARD SECURITIES, INC. (LANGHORNE PA)
PA
09/09/2014 - 12/02/2015
CENTAURUS FINANCIAL, INC. (LANGHORNE PA)
PA
01/04/2006 - 08/11/2014
ROYAL ALLIANCE ASSOCIATES, INC. (FT. WASHINGTON PA)
NJ
03/21/2005 - 11/29/2005
MERCADIEN SECURITIES (HAMILTON NJ)
VT
01/14/2003 - 12/31/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
PA
04/14/1997 - 07/03/2001
BAINBRIDGE SECURITIES INC. (YARDLEY PA)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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