Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Verlin? Claim Your ProfileVerlin Kim Heiman has over 23 years of experience in the financial services industry. Verlin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7 and 63 license and has passed the Series 65 exam and the SIE exam. Verlin is also a registered investment advisor in Florida and Texas. Verlin has previously been registered with CITIGROUP GLOBAL MARKETS INC. Verlin provides investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Verlin provides services such as portfolio management, financial planning, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/22/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
12/09/1996 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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