Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan F. Heim is an investment advisor representative with Principal Securities, Inc. Jonathan has been in the financial services industry since August 17, 2003. Jonathan's current registrations are in Iowa and Texas. Jonathan is a Certified Financial Planner and a Chartered Financial Consultant. Jonathan is also a registered representative with FINRA. Jonathan's previous employment history includes MML Investors Services, LLC and New England Securities. Jonathan's specializations include investments, insurance, and retirement planning. Jonathan is committed to providing 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/17/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
IA
03/25/2017 - 01/19/2018
MML INVESTORS SERVICES, LLC (WEST DES MOINES IA)
IA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
08/14/2003 - 01/02/2015
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
Issued 06/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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