Heidi
Zirnkilton
Sequoia Financial Group, L.L.C
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About this Advisor
Heidi Zirnkilton is a financial advisor based in Berwyn, Pennsylvania, working with Sequoia Financial Group, L.L.C. Heidi has previously held positions at Sequoia Financial Group, LLC, Zeke Capital Advisors, Global Data Consultant, Northwestern Mutual, University Of Miami, Episcopal Academy, and Kaiserman Jcc. Heidi has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Heidi is part of Sequoia Financial Group, L.L.C, which operates out of Berwyn, Pennsylvania. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$17,865,170,338
250
23,386
$763,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Heidi Zirnkilton Work History
Sequoia Financial Group, LLC
Zeke Capital Advisors
University Of Miami
Global Data Consultant
Northwestern Mutual
University Of Miami
Kaiserman Jcc
Episcopal Academy
Disclosures
Please visit the SEC profile of Heidi Zirnkilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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