Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Heidig is a financial professional with over 40 years of experience. William Heidig is registered with the state of Pennsylvania as an Investment Advisor Representative (IAR) for Fiscalwise, Inc. William Heidig has been with Fiscalwise, Inc. since January 2000. Previously, William Heidig was registered with several other firms, including Chubb Securities Corporation, IDS Life Insurance Company, IDS Marketing Corporation, Investors Diversified Services, Inc., Dean Witter Reynolds Inc., Bache Halsey Stuart Shields Incorporated and First Jersey Securities, Inc. William Heidig offers financial planning and portfolio management services to individuals. William Heidig has earned the Certified Financial Planner designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
01/06/2000 - Present
Fiscalwise, Inc. (MEDIA PA)
NA
07/03/1985 - 12/19/1989
CHUBB SECURITIES CORPORATION
NA
05/03/1982 - 11/18/1983
IDS LIFE INSURANCE COMPANY
NA
05/03/1982 - 11/18/1983
IDS MARKETING CORPORATION
NA
05/03/1982 - 11/18/1983
INVESTORS DIVERSIFIED SERVICES, INC.
NA
09/22/1980 - 07/01/1981
DEAN WITTER REYNOLDS INC.
NA
07/09/1979 - 08/18/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
06/22/1978 - 07/01/1979
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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