Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Heet is a financial advisor with over 30 years of experience in the industry. Jeffrey has been with Cardinal Investments, Inc. since 1994. Prior to that, he was with WM. P. BRENNAN & COMPANY, INC., FIRST GATEWAY SECURITIES INC., JIM BECHERER & CO., ROWLAND, SIMON & CO., and I.M. SIMON & CO., INC. Jeffrey holds several industry licenses, including Series 4, 7, 14, 24, 27, 52TO, 53, 55, 57TO, 63, 65, 99TO, and SIE. Jeffrey is registered in 10 states, including Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Missouri, and Ohio. Jeffrey has a proven track record of success in 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.
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.
1
2
IL
10/20/1994 - Present
Cardinal Investments, Inc. (BELLEVILLE IL)
IL
04/15/1993 - 09/01/1994
WM. P. BRENNAN & COMPANY, INC. (EDWARDSVILLE IL)
NA
10/05/1988 - 12/17/1991
FIRST GATEWAY SECURITIES INC.
NA
05/20/1988 - 12/13/1988
JIM BECHERER & CO.
NA
02/01/1988 - 05/31/1988
ROWLAND, SIMON & CO.
NA
09/11/1984 - 02/01/1988
I.M. SIMON & CO., INC.
NA
09/29/1983 - 09/04/1984
WZW FINANCIAL SERVICES, INC.
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/29/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/18/1984
Series 24 - General Securities Principal Examination
BC
Issued 04/20/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/1984
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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