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Mark West Heinrich

Chelsea Financial Services

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About Mark West Heinrich

Mark Heinrich is a financial advisor with over 20 years of experience in the industry. Mark currently works at Chelsea Financial Services. Mark has a broad range of experience and holds licenses in Florida and Oklahoma. Prior to joining Chelsea Financial Services, Mark worked at GRF Capital Investors, Inc. and Variable Investment Advisors, Inc. Mark has a strong background in investment products and is committed to providing his clients with personalized financial advice.

Firm Information

Mark Heinrich is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Heinrich’s Registration & Firm History

OK

08/15/2023 - Present

Chelsea Financial Services (Tulsa OK)

SD

01/04/2010 - 12/31/2011

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

IL

11/02/2007 - 10/30/2009

THINKORSWIM, INC. (CHICAGO IL)

OK

08/22/2005 - 10/09/2007

UBS FINANCIAL SERVICES INC. (TULSA OK)

NY

04/11/1994 - 06/28/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 04/18/2012

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 10/19/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark West Heinrich.
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