Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyman? Claim Your ProfileLyman Oscar Heidtke is a financial advisor with Prospera Financial Services, Inc. located in Dallas, TX. Lyman has been in the financial services industry for over 50 years. Lyman holds multiple professional licenses and designations including Series 63, 65, 4, 53, 27, 24, 99, 7, SIE, 5, and 1. Lyman is also the Manager and Sole Member of Midsouth Investment Management LLC which is the General Partner of Midsouth Investor Fund LP (Hedge Fund).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
02/25/2020 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TN
12/07/1983 - 09/18/2009
HEIDTKE & COMPANY, INC. (NASHVILLE TN)
NA
09/09/1975 - 11/18/1983
THOMSON MCKINNON SECURITIES INC.
NA
03/27/1969 - 10/04/1975
SPENCER TRASK & CO. INCORPORATED
IA
Issued 02/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/08/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/26/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/09/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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