Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Heckman is an investment advisor representative with Rockefeller Financial LLC. Kevin has been in the industry for over eight years, and has held positions with Quasar Distributors, LLC and Glenmede Investment Management LP. Kevin is registered with the state of Pennsylvania as both a broker and an investment advisor. Kevin has Series 7, Series 63, and Series 65 licenses. He has a special interest in providing services for high net worth individuals, corporations, and charitable organizations. The firm is based in New York, New York and has offices across the country. Kevin specializes in providing financial planning, pension consulting, and portfolio management services.
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.
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.
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NY
03/10/2023 - Present
Rockefeller Financial LLC (NEW YORK NY)
PA
11/18/2014 - 03/13/2023
QUASAR DISTRIBUTORS, LLC (Philadelphia PA)
IA
Issued 12/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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