Best Investors Account Sign in

Stephanie Louise Heckman

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA

North Hills, PA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-28
TX RA APPROVED 2004-12-14
NJ RA APPROVED 2004-12-13
  • PA RA
    APPROVED
    Since 2010-06-28
  • TX RA
    APPROVED
    Since 2004-12-14
  • NJ RA
    APPROVED
    Since 2004-12-13

Branch Locations

101 West Ave, Jenkintown, PA 19046 • United States

North Hills, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 09/2004 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-10
  • S66 Uniform Combined State Law Examination
    2004-12-10
Other Names
  • Stephanie L Heckman

View on SEC IAPD

Other Firms

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
ALVIN CLAY FINANCIAL ADVISORS, LLC
FINANCIAL SPECTRUM INC.
DUCHARME WEALTH ADVISORS, LLC
THE ARANDA GROUP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.

Other Investors

DONALD EDWARD JONES
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
David Richard DuCharme
Bridget J Curtis
JOANNE MAXINE KELLER
STEVEN A ROSENBERG

Other Offices

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC · Jenkintown, PA
ALVIN CLAY FINANCIAL ADVISORS, LLC · JENKINTOWN, PA
FINANCIAL SPECTRUM INC. · JENKINTOWN, PA
DUCHARME WEALTH ADVISORS, LLC · JENKINTOWN, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JENKINTOWN, PA
THE ARANDA GROUP ADVISORS, LLC · JENKINTOWN, PA
WELLS FARGO CLEARING SERVICES, LLC · JENKINTOWN, PA
RAYMOND JAMES & ASSOCIATES, INC. · JENKINTOWN, PA

More in Jenkintown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor