Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Verlin? Claim Your ProfileVerlin Heiman is a financial advisor who has been in the industry since December 1996. Verlin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Verlin has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2009. Previously, Verlin was registered with CITIGROUP GLOBAL MARKETS INC. in Florida. Verlin holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Verlin's specializations include providing services for corporations or other businesses, individuals, and pension and profit-sharing plans.
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 10/1/2018
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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