Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleta? Claim Your ProfileAleta Rochelle Heggs is a financial advisor registered in Kansas and Missouri. Aleta has been working in the industry since 2001 and is currently registered with Raymond James Financial Services, Inc. Aleta is a Series 6 and Series 63 licensed professional and holds the SIE designation. Previously Aleta was with Raymond James Financial Services, Inc. from 2005 to 2011. Aleta was also with J.P. Morgan Institutional Investments Inc. from 2003 to 2004 and American Century Investment Services Inc. from 2002 to 2003 and 1995 to 1997.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MO
03/13/2012 - Present
Raymond James Financial Services, Inc. (BLUE SPRINGS MO)
MO
01/11/2005 - 07/08/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLUE SPRINGS MO)
NY
12/12/2003 - 09/08/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
05/14/2002 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
12/13/1995 - 08/19/1997
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aleta Heggs is the right advisor for you? Invested Better is here to help.
