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William Allan Heidt

THE Leaders Group, Inc.

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About William Allan Heidt

William Allan Heidt is a financial professional with over 10 years of experience in the financial services industry. He is currently registered with The Leaders Group, Inc. in Littleton, Colorado. William has held previous positions with P.J. Robb Variable Corporation in Memphis, Tennessee and NYLIFE Securities LLC in San Ramon, California. William is a Series 6, 7, 63, and 6TO registered representative. He is also a Series 7TO, Series 6TO, and Series SIE licensed professional. William is a licensed professional in California and Nevada.

Firm Information

William Heidt is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Heidt’s Registration & Firm History

CO

12/01/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TN

07/08/2014 - 11/16/2018

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

CA

07/21/2009 - 07/16/2013

NYLIFE SECURITIES LLC (SAN RAMON CA)

CA

08/06/2007 - 05/15/2008

FARMERS FINANCIAL SOLUTIONS, LLC (WALNUT CREEK CA)

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Licenses & Designations

BC

Issued 12/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Allan Heidt. Review regulatory record here.
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