Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charley? Claim Your ProfileCharley Zane Heard is an investment advisor representative with Avantax Advisory Services, a firm headquartered in Dallas, Texas. Charley has been in the financial services industry since 1996 and holds a Series 63, Series 7 and SIE licenses. Charley works with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Charley focuses on financial planning and portfolio management. Charley's experience and expertise help clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CO
01/01/1999 - Present
Avantax Advisory Services (HIGHLANDS RANCH CO)
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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