Heidi
Rexford
Hazard & Siegel Advisory Services LLC
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About this Advisor
Heidi Rexford is a financial advisor working in Syracuse, New York with 10 years of industry experience. Rexford currently works for Hazard & Siegel Advisory Services LLC. Their career trajectory has included roles at Jackson Hewitt Tax Services, Altoona Area Public Library, Hazard & Siegel Inc and Hazard & Siegel Advisory Services LLC. Rexford holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Hazard & Siegel Advisory Services LLC is a business operating out of Syracuse, NY. The company has a total of 28 financial advisors. It manages $287 million in assets between its 285 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Hazard & Siegel Advisory Services LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services are offered. Fee types charged by Hazard & Siegel Advisory Services LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hazard & Siegel Advisory Services LLC Brokerage Details
$286,856,073
28
285
$1,006,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Heidi Rexford Work History
Heidi has been registered as a financial advisor for 10 years.*
Hazard & Siegel Inc
Hazard & Siegel Advisory Services LLC
Jackson Hewitt Tax Services
Altoona Area Public Library
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heidi Rexford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hazard & Siegel Advisory Services LLC
Syracuse, NY
Syracuse, NY
Dewitt, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Cazenovia, NY
Syracuse, NY
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