Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Heilman is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is a Registered Representative of Ausdal Financial Partners, Inc. and has been with the firm since 2009. Jeffrey holds several industry certifications, including the Series 6, Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. He is also a Chartered Financial Consultant. Jeffrey's previous experience includes roles with Waterstone Financial Group, Inc., Royal Alliance Associates, Inc., High Mark Securities, Inc., Allstate Financial Services, LLC, Sunamerica Securities, Inc., and Washington Square Securities, Inc. Jeffrey specializes in working with high-net-worth individuals, corporations, and charitable organizations. Jeffrey is dedicated to providing personalized financial advice and helping clients 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
07/19/2018 - Present
Ausdal Financial Partners, Inc. (MIDLOTHIAN IL)
IL
09/29/2004 - 01/21/2009
WATERSTONE FINANCIAL GROUP, INC. (MIDLOTHIAN IL)
AZ
08/26/2004 - 10/29/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
09/16/2003 - 09/01/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
NE
02/21/2003 - 09/18/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AZ
11/27/2001 - 02/24/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
01/30/1997 - 12/04/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
05/01/1992 - 01/30/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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