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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heikki? Claim Your ProfileHeikki Vonhellens is an investment advisor representative with &partners, with over 20 years of experience in the financial industry. Heikki has a broad range of experience, including working with both individuals and businesses. Heikki's specializations include fixed income, equities, mutual funds, retirement planning, and insurance. Heikki is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Heikki is committed to providing his clients with the highest quality financial advice and service.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
TN
08/29/2024 - Present
&partners (NASHVILLE TN)
GA
03/25/2004 - 09/03/2024
EDWARD JONES (THOMASVILLE GA)
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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