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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Heim is an investment advisor representative associated with Osaic Wealth, Inc. Theresa Lynn Heim has been in the industry since July 25, 1993. Theresa Lynn Heim has passed the Series 63, 65, and 66 exams, and is registered with the state of Nebraska. Theresa Lynn Heim is also a registered principal in Nebraska. Theresa Lynn Heim provides financial planning, pension consulting, and educational seminars. Theresa Lynn Heim also manages portfolios for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/26/1993 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/1994
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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