William A. Heidt
Professional summary
William Allan Heidt, who also goes by William Allan Heidt Jr, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
William is registered as a RR (Registered Representative) and started their career in finance in 2007. William has worked at 4 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Allan Heidt's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2020 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901July 8, 2014 - November 16, 2018
P.J. ROBB VARIABLE, LLC
July 21, 2009 - July 16, 2013
NYLIFE SECURITIES LLC
August 6, 2007 - May 15, 2008
FARMERS FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/12/2021)
(3/2/2021)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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