Harold Heintz (CRD# 6808137) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Clifton Park, NY and has over 4 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Patriot Financial Group, LLC | Salem, NY | Apr 2023 - Current | 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group, LLC | Salem, NY | Dec 2022 - Current | 1 |
| Flex Financial Planning | Salem, NY | Oct 2020 - Current | 3 |
| Securities America, Inc. | Clifton Park, NY | Oct 2020 - Dec 2022 | 2 |
| J.p. Morgan Securities LLC | Middletown, NY | Jun 2019 - Sep 2020 | 1 |
| Jpmorgan Chase Bank N.a. | Middletown, NY | Jun 2019 - Sep 2020 | 1 |
| New York Life Insurance Company | Dewitt, NY | Jun 2017 - May 2019 | 1 |
| Nylife Securities LLC | Dewitt, NY | Jun 2017 - May 2019 | 1 |
| Unemployed | Fayetteville, NY | Jan 2017 - May 2017 | < 1 |
| University At Albany | Albany, NY | Aug 2012 - Dec 2016 | 4 |
| Poisinelli Public Affairs | Albany, NY | Dec 2014 - Aug 2016 | 1 |
| Conversion Image Technology | East Syracuse, NY | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- NY
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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