Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heivaha? Claim Your ProfileHeivaha Ongoongotau is a financial advisor at Fidelity Personal and Workplace Advisors with over 19 years of experience in the industry. Ongoongotau is registered with the state of Utah and Texas. Ongoongotau was previously registered with Morgan Stanley, E*TRADE Securities LLC, and AXA Advisors, LLC. Ongoongotau specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
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
UT
08/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
04/11/2012 - 12/21/2023
MORGAN STANLEY (South Jordan UT)
UT
05/26/2021 - 09/05/2023
E*TRADE SECURITIES LLC (South Jordan UT)
UT
06/11/2010 - 02/29/2012
E*TRADE SECURITIES LLC (SANDY UT)
UT
09/16/2009 - 02/04/2010
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
11/01/2000 - 08/01/2006
MORGAN STANLEY DW INC. (WEST VALLEY CITY UT)
CA
07/21/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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