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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Heeder is a financial advisor with Wealthpenn.comllc, an investment firm based in Purchase, NY. He has been in the financial services industry since 1988 and has extensive experience providing a wide range of financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
GA
03/06/2023 - Present
Wealthpenn.comllc (Savannah GA)
GA
04/08/2015 - 02/22/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
GA
08/03/2004 - 08/29/2014
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
NY
03/09/2002 - 06/21/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
02/24/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IL
01/07/1994 - 03/10/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
10/13/1989 - 12/31/1991
CHASE LINCOLN FIRST BROKERAGE SERVICES, INC. (BOSTON MA)
NA
05/04/1987 - 01/04/1988
AM&M INVESTMENT BROKERS, INC.
NA
02/22/1985 - 04/23/1987
APLAN SECURITIES, INC.
NA
09/17/1984 - 12/19/1984
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
07/21/1983 - 09/27/1984
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 1/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 1/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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