Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott James Heidesch is a financial advisor registered with Principal Securities, Inc. Scott has been working in the financial industry since 1996. Scott has worked at several firms during their career including Marsh & McLennan Securities Corporation, Marsh Insurance & Investments Corporation, and Princor Financial Services Corporation.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/21/2001 - Present
Principal Securities, Inc. (DES MOINES IA)
NY
12/30/2000 - 08/14/2001
MARSH INSURANCE & INVESTMENTS CORPORATION (NEW YORK NY)
NY
02/29/2000 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IA
04/09/1996 - 03/26/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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