ADVISOR BIO

Heidi Rofaeel is a financial advisor with Wells Fargo Clearing Services, LLC. Heidi has been in the industry since August 2022 and is registered with FINRA. She holds a Series 63, Series 6TO and SIE license. Heidi is based in Long Beach, California and specializes in portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Heidi Elise Wallace is a financial advisor with Assetmark, Inc., with over 4 years of experience in the financial services industry. Heidi is registered with the state of Georgia as an Investment Advisor Representative (IAR). Heidi has previously held positions at CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, CETERA ADVISOR NETWORKS LLC, and J.P. TURNER & COMPANY, L.L.C. Heidi is also a Series 63, 65, 7, 24, and SIE license holder.

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ADVISOR BIO

Heidi Donaghe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Heidi has been in the industry since June 2024, working in the Winchester, CA office. Heidi holds the Series 7TO, SIE, and Series 66 licenses and is registered with FINRA and both California and Texas.

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ADVISOR BIO

Heidi Denise Canet is an investment advisor representative at Mestmaker & Petrey Wealth Advisors. Heidi Denise Canet has been in the industry since January 2012. Heidi Denise Canet is registered in California. Heidi Denise Canet specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Portfolio Management for Businesses and Portfolio Management for Individuals.

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ADVISOR BIO

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 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 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 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.

SPECIALIZATIONS

ADVISOR BIO

Heidi Hershman is a financial advisor with over 20 years of experience in the financial industry. Heidi is currently registered with Cetera Investment Advisers LLC and HBW Advisory Services LLC. Heidi has worked with various financial institutions, including PFS Investments Inc. and HBW Securities LLC. Heidi has a wide range of experience in financial planning, investment management, and insurance. Heidi is dedicated to providing her clients with personalized financial advice and guidance. Heidi's areas of expertise include financial planning, investment management, retirement planning, and college savings. Heidi is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS