Advisor Profile |
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Name: |
Jason Heinzelmann, CRPC® |
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About Provident Wealth Management Group |
"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well
researched advice, industry leading products, and exceptional personalized service, while acting in
their best interest at all times." We are independent financial advisors with LPL Financial. We focus
on the preservation of wealth, investment growth, maintaining income during retirement years, and our
client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-
face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth
Management Group we work to benefit and enrich the lives of our clients by upholding our high standard
of care. We work without the constraints of proprietary products, conflicts of interest, or hidden
agendas. We offer our clients unparalleled financial advice and first-class service and investment
products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered
through IHT Wealth Management, a Registered Investment Advisor. IHT Wealth Mangement and Provident
Wealth Management Group are separate entities from LPL Financial. |
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General Information |
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States Licensed in: |
Colorado
Florida
Georgia
North Carolina
Ohio
Pennsylvania
Tennessee
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States Willing to do Business in: |
Apollo Beach,Belleair Beach,Brandon,Clearwater,Clearwater Beach,Crystal Beach,Dover,Dunedin,Gibsonton,Holiday,Indian Rocks Beach,Land O Lakes,Largo,Lithia,Lutz,New Port Richey,Odessa,Oldsmar,Palm Harbor,Pinellas Park,Plant City,Riverview,Ruskin,Safety Harbor,Saint Petersburg,Seffner,Seminole,Sun City Center,Tampa,Tarpon Springs,Thonotosassa,Valrico,Wesley Chapel,Wimauma
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Qualifications & Memberships |
Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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Securities Licenses: |
Series 7, Series 55, Series 63, Series 66
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Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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Frequently Asked Questions |
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Q. |
What are your qualifications? What is your education background? |
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I follow the approach taught by the the College for Financial Planning. |
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How many clients do you currently manage? |
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Have you ever been charged with any breaches? |
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Why should I choose you as my financial advisor? |
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I hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. |
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How do you charge for your services? |
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Fee based financial planning and discretionary portfolio management. Retirement planning. Protection planning. Small business retirement plans. |
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What services do you provide? What are your specialties? |
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We specialize in fee based discretionary asset management and retirement planning. |
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