Maria Heimer, financial advisor Westminster MD
66 score

Maria Heimer

CRD Number: 6133795
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Maria Heimer (CRD# 6133795) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westminster, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Ashburn, VA Jun 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ashburn, VA May 2013 - Current 3
Unemployed Fairfax, VA Apr 2013 - May 2013 < 1
Edward Jones Investments St. Louis, MO Nov 2012 - Apr 2013 < 1
Bank Of America Glen Burnie, MD Aug 2008 - Oct 2012 4
York Lintel And Cast Stone York, PA Feb 2008 - Jul 2008 < 1
Pier 1 Imports York, PA Aug 2006 - Feb 2008 1
Mayer Brothers Precast, Inc. Elkridge, MD Jun 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
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:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Maria Heimer
Phone Number: 800-637-7455
Registered State(s):
  • MD
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
66

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