Heidi WilsonCRD Number: 5554190
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Heidi Wilson (CRD# 5554190) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Albuquerque, NM and has over 9 years of experience in the finance industry.
Portfolio Wealth Advisors
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
|Bank Of The West||Albuquerque, NM||Jul 2017 - Current||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Albuquerque, NM||Oct 2014 - Current||3|
|Tiaa||Albuquerque, NM||Oct 2014 - Jul 2017||2|
|Bank Of America,na||Beverly Hills, CA||Oct 2010 - Nov 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Jul 2010 - Nov 2014||4|
|Unemployed||Capistrano Beach, CA||Dec 2009 - Jul 2010||< 1|
|Merrill Lynch||Newport Beach, CA||Jun 2008 - Dec 2009||1|
|Unemployed||Costa Mesa, CA||Feb 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts7,387ACCOUNTS
Average Account Value$187,849
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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