Heidi Rexford, financial advisor Dewitt NY
81 score

Heidi Rexford

CRD Number: 4525092
Current Firm: Hazard & Siegel Advisory Services LLC

Heidi Rexford (CRD# 4525092) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hazard & Siegel Inc. Dewitt, NY Jan 2013 - Current 3
Hazard & Siegel Advisory Services LLC Dewitt, NY Jan 2013 - Current 3
Jackson Hewitt Tax Services Altoona, PA Jan 2009 - Current 7
Altoona Area Public Library Altoona, PA Jan 2007 - Current 9
Ing Financial Partners Duncansville, PA Dec 2006 - Dec 2012 6
Raymond James Financial Services, Inc. Altoona, PA Apr 2004 - Nov 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Heidi L. Rexford
Phone Number: 315-414-0722
Registered State(s):
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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