Steven M. Heere
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.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Mark Heere's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2025 - Present
HBK SORCE BROKERAGE LLC
Office #1: 2725 Colonial Avenue, Erie, PA 16506State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 28
Date: 2/19/2025
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
HBK SORCE BROKERAGE LLC
CRD#: 107690 / SEC#: , 8-53051
Contact information
FINRA licenses (1 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HBK SORCE FINANCIAL LLC | MEMBER | |
| ALLEGRETTI, CHRISTOPHER MARK | EXECUTIVE COMMITTEE | |
| ANGELO, THOMAS MICHAEL | EXECUTIVE COMMITTEE | 5034129 |
| BLASKO, DAVID JOHN | EXECUTIVE COMMITTEE | 6392437 |
| CROSS, SCOTT ALLAN | PRESIDENT | 3155528 |
| HEERE, STEVEN MARK | FINANCIAL & OPERATIONS PRINCIPAL | 7980030 |
| MASTROPIETRO, DOMINIC ANTHONY III | EXECUTIVE COMMITTEE | 7813668 |
| WASSMANN, MICHAEL GUSTAVE | CHIEF COMPLIANCE OFFICER | 5621134 |
Red Flags
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