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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 James Heitzman is a financial advisor with Ameritas Advisory Services, LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is registered to provide investment advice in Michigan and Texas. Jeffrey's specializations include retirement planning, education planning, estate planning, and insurance. Jeffrey is committed to providing his clients with personalized financial advice to help them 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.
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.
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.
Solicitor fees
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2
MI
11/01/2021 - Present
Ameritas Advisory Services, LLC (GRAND RAPIDS MI)
MI
01/01/2004 - 11/07/2017
CETERA ADVISORS LLC (GRAND RAPIDS MI)
OH
09/19/1995 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MO
05/28/1991 - 09/27/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
MI
02/26/1990 - 06/13/1991
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MA
01/24/1990 - 03/08/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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