ADVISOR BIO

Heidi Ann Fogarty is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Walnut Creek, California. Heidi has been in the industry since November 22, 1998. Heidi has Series 66, SIE, and Series 7 licenses. She is registered in 46 states, including California, Idaho, and Texas.

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ADVISOR BIO

Heidi Haines Benavidez is a financial advisor who has been working in the industry since 2001. Heidi is registered with Beacon Pointe Advisors, LLC in California. Previously, Heidi has worked with WM Financial Services, Inc. and Associated Securities Corp.. Heidi has earned the Series 6 and Series 63 licenses and is also a Chartered Financial Analyst. Heidi specializes in providing financial planning, portfolio management and educational seminars to individuals, families, businesses, and institutions.

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ADVISOR BIO

Heidi Frank is a registered representative with Edward Jones, a firm with over $800 billion in assets under management. Heidi has been in the industry since 2017 and has specialized in helping individuals, corporations, and families achieve their financial goals. Heidi is licensed to provide financial advice in many states, including California, Texas, and others. Her office is located in Long Beach, California.

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ADVISOR BIO

Heidi Elizabeth Stangl is a financial professional with over 8 years of experience in the financial services industry. Heidi has a strong background in providing investment advice to individuals, corporations, and institutions. Heidi is a Certified Financial Planner™ professional and holds a variety of licenses and certifications, including Series 6, 7, 10, 63, 66, and SIE. Heidi is currently registered with RBC Capital Markets, LLC, and is licensed to provide investment advice in several states. Previously, Heidi has worked with CHARLES SCHWAB & CO., INC. and WELLS FARGO ADVISORS, LLC.

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Heidi Headington is a financial advisor registered with Edward Jones. Heidi has been in the industry since January 27, 2020 and has worked with Edward Jones since December 2015. Heidi is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Heidi is licensed in 26 states, including California, Texas, Alabama, Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Kentucky, Missouri, Montana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Washington, and Wisconsin. Heidi has her Series 7, Series 66, and SIE licenses. Heidi specializes in working with high net worth individuals, businesses, and individuals other than high net worth. She offers a variety of services, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Heidi Elick is a financial advisor with over 10 years of experience. Heidi is registered with Securities America, Inc. and currently works with McManus Cooper. Heidi has a Series 7, Series 63, and Series 65 license as well as the SIE exam. Heidi has worked with individuals, families, corporations, trusts, and pension plans. Heidi is a resident of Paradise, California, and has earned several designations including CFP, which signifies a commitment to professional standards and ethical practices. Heidi believes in providing comprehensive financial planning services to her clients and helping them achieve their financial goals.

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Heidi Kipnis is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Heidi is licensed to conduct business in 44 states, including California, Texas, and Florida. Heidi has been active in the financial industry since November 2013 and has a Series 7, Series 6, Series 63, and Series 65 license. Heidi specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses.

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ADVISOR BIO

Heidi Michelle Harvey is a financial advisor with Edward Jones. Heidi has been in the financial industry since 2005 and is licensed to offer securities and investment advice in 18 states. Her practice focuses on providing financial planning and portfolio management services to individuals, families, businesses, and retirement plans. Heidi is dedicated to helping her clients reach their financial goals and is committed to providing personalized service and guidance.

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ADVISOR BIO

Heidi Holm Martinez is a financial advisor with over 18 years of experience in the industry. Heidi Holm Martinez is currently registered with Ameriprise Financial Services, LLC in San Diego, California. Heidi Holm Martinez is also registered with the state of California as an investment advisor representative. Heidi Holm Martinez previously worked for Morgan Stanley and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

Heidi Melissa Chomatil is a financial advisor working at Stifel, Nicolaus & Company, Inc. with over 10 years of experience in the financial services industry. Heidi is registered to provide investment advice in 49 states and the District of Columbia. Heidi has also been registered in Texas since 2020. Heidi's firm manages assets for a variety of clients including individuals, businesses, investment companies, high-net-worth clients, and institutional investors. Heidi's specialties include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS