Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Heidrich is an investment advisor representative at MWA Financial Services Inc., with over 37 years of experience in the financial services industry. Theodore has been registered with the state of Maine as an Investment Advisor Representative since February 20, 2013. Theodore is also registered in Florida, Maine, Massachusetts, New Hampshire, and New York as a Broker-Dealer.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
ME
02/20/2013 - Present
MWA Financial Services Inc. (Falmouth ME)
MA
04/08/1999 - 12/19/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
12/03/1986 - 04/08/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/24/1985 - 11/04/1986
PRUCO SECURITIES CORPORATION
IA
Issued 02/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Heidrich is the right advisor for you? Invested Better is here to help.
