Heidy DacanayCRD Number: 2376820
Current Firm: Ameriprise Financial Services, LLC
Heidy Dacanay (CRD# 2376820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Ameriprise Financial Services, LLC||Walnut Creek, CA||Sep 2021 - Current||< 1|
|Lpl Financial LLC||Vacaville, CA||Jan 2019 - Sep 2021||2|
|Mellon||San Francisco, CA||Feb 2018 - Jan 2019||< 1|
|Mbsc Securities Corporation||San Francisco, CA||Sep 2015 - Jan 2019||3|
|Mellon Capital Management Corporation||San Francisco, CA||Apr 2015 - Jan 2018||2|
|Schwab Charitable||San Francisco, CA||Sep 2014 - Apr 2015||< 1|
|Bank Of New York Mellon||San Francisco, CA||Feb 2007 - Aug 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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