Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Latimer Heron is a financial advisor with over 30 years of experience in the industry. April currently works at Morgan Stanley and is registered with both the Broker-Dealer and Investment Advisor sectors. April is registered in 33 states. Before joining Morgan Stanley, April worked at CITIGROUP GLOBAL MARKETS INC. for 10 years. Previously, April was employed by Thomas James Associates, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (Menlo Park CA)
CA
01/22/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
MO
02/22/1994 - 01/27/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/23/1988 - 02/24/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure April Heron is the right advisor for you? Invested Better is here to help.
