Daniel C. Heidel
Professional summary
Daniel Cody Heidel, who also goes by Daniel C Heidel, Daniel Heidel, is a registered financial advisor currently at INTEGRITAS WEALTH STRATEGIES, LLC located in Charleston, South Carolina.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Cody Heidel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2024 - Present
INTEGRITAS WEALTH STRATEGIES, LLC
Office #1: 677 King St 3rd Floor, Charleston, SC 29403June 27, 2024 - August 5, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
June 5, 2023 - August 5, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
February 16, 2023 - April 13, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2024)
(9/2/2024)
(10/31/2024)
Exams
Series 7TO
Date: 2/16/2023
General Securities Representative ExaminationCurrent Firm
INTEGRITAS WEALTH STRATEGIES, LLC
CRD#: 332359 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 3,092,000 |
Red Flags
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