Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Heineman is a financial advisor with Cambridge Investment Research Advisors, Inc. in Omaha, Nebraska. Rhonda has been in the financial services industry since 1994. Rhonda holds Series 7, Series 63, and SIE licenses. Rhonda is a Certified Financial Planner™. Rhonda also works as an independent insurance agent for various independent insurance companies. Rhonda is a Director of the Financial Planning Association of Nebraska. Rhonda also serves on the board of directors of the Child Saving Institute. Rhonda is a Registered Investment Advisor.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NE
04/03/2012 - Present
Cambridge Investment Research Advisors, Inc. (Omaha NE)
NE
06/24/2003 - 04/10/2012
LPL FINANCIAL LLC (OMAHA NE)
CA
02/15/1996 - 07/15/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
11/02/1995 - 02/16/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
CA
12/01/1994 - 11/21/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
09/20/1988 - 06/09/1989
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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