Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Heckler is a financial advisor with LPL Financial LLC, working with clients in Bartlett, TN. Christy has been in the financial industry since March 1996. Before joining LPL, Christy worked for CUNA Brokerage Services, Inc. and Raymond James Financial Services, Inc. Christy holds the Series 7, 6, 24, 51, and 63 licenses and is a Registered Representative and Investment Advisor Representative with the firm.
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.
Consulting and other non-discretionary advisory services
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.
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2
TN
09/21/2022 - Present
LPL Financial LLC (Bartlett TN)
TN
06/03/2004 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MILLINGTON TN)
FL
01/04/1999 - 05/28/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/24/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TN
03/04/1996 - 04/23/1998
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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