Heidy Pagan (CRD# 2712680) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winter Haven, FL and has over 6 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Winter Haven, FL | Dec 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Winter Haven, FL | Dec 2020 - Current | 3 |
| Southwest Orlando Eyecare | Orlando, FL | Jul 2022 - Sep 2023 | 1 |
| Charter Communication | Auburndale, FL | Jul 2018 - Nov 2020 | 2 |
| Thrivent Investment Management Inc. | Winter Haven, FL | Oct 2017 - May 2020 | 2 |
| Florida Blue | Jacksonville, FL | Oct 2013 - Sep 2017 | 3 |
| Aflac | Winter Garden, FL | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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