Unclaimed
Heidi Neuberg has been a financial professional for over 20 years and is currently a Registered Representative with The Investment Center, Inc. Heidi's expertise includes investment company products and variable contracts. She holds the Series 6 and the SIE licenses. Heidi is registered in New Jersey. Prior to joining The Investment Center, Inc., Heidi was a Registered Representative with BCG Securities, Inc. and LPL Financial LLC. Heidi is also a former Registered Representative with LINSCO/Private Ledger Corp.
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
NJ
05/15/2023 - Present
THE Investment Center, Inc. (CHESTER NJ)
NJ
03/06/2013 - 05/15/2023
BCG SECURITIES, INC. (CHESTER NJ)
NJ
07/25/2006 - 10/16/2012
LPL FINANCIAL LLC (PARSIPPANY NJ)
SC
11/07/2001 - 01/26/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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