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SH

Steven M. Heere

HBK SORCE BROKERAGE LLC
Erie, PA 16506
Some features on this profile are disabled
CRD#: 7980030
SH

Professional summary

Steven Mark Heere, who also goes by Steve Heere, Steven Heere, is a registered financial professional currently at HBK SORCE BROKERAGE LLC located in Erie, Pennsylvania.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2025. Steven has worked at 1 firm and has passed the Series 66 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steve Heere | Steven Heere

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven Mark Heere's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 19, 2025 - Present

HBK SORCE BROKERAGE LLC

Office #1: 2725 Colonial Avenue, Erie, PA 16506
BD
CRD#: 107690
Erie, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2024
Uniform Combined State Law Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/19/2025
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HS
HBK SORCE BROKERAGE LLC
HBK BROKERAGE SERVICES LLC | HBK SORCE BROKERAGE LLC

CRD#: 107690 / SEC#: , 8-53051

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
6603 Summit Drive, Canfield, OH 44406
Mailing Address
6603 Summit Drive, Canfield, OH 44406
Phone number
(330) 758-0428
Established
Ohio since 06/05/2000
Firm type
Limited Liability Company
Fiscal year end
August
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HBK SORCE FINANCIAL LLCMEMBER
ALLEGRETTI, CHRISTOPHER MARKEXECUTIVE COMMITTEE
ANGELO, THOMAS MICHAELEXECUTIVE COMMITTEE5034129
BLASKO, DAVID JOHNEXECUTIVE COMMITTEE6392437
CROSS, SCOTT ALLANPRESIDENT3155528
HEERE, STEVEN MARKFINANCIAL & OPERATIONS PRINCIPAL7980030
MASTROPIETRO, DOMINIC ANTHONY IIIEXECUTIVE COMMITTEE7813668
WASSMANN, MICHAEL GUSTAVECHIEF COMPLIANCE OFFICER5621134

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HBK SORCE BROKERAGE LLC

CRD#: 107690Erie, PA 16506

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