Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sangeeta? Claim Your ProfileSangeeta Heines is a financial advisor with Wells Fargo Clearing Services, LLC in SEATTLE, WA. Sangeeta has been in the industry since 2022 and is licensed to offer investment advice in Washington. She is a Series 63, 65, and 6TO licensed financial advisor. Sangeeta holds the SIE designation. Sangeeta works with individual clients, corporations and business entities, charitable organizations, pension and profit sharing plans, and insurance companies. She is also a partner in Heinessight Enterprises, a multimedia company owned by her husband, where she assists in case of emergencies.
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.
Investment consulting services to institutional clients
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.
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2
WA
08/08/2022 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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