Julie Heckmann, financial advisor Greensburg PA
93 score

Julie Heckmann

CRD Number: 3062718
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Julie Heckmann (CRD# 3062718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Greensburg, PA Mar 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for Julie L. Heckmann
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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