Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corinne? Claim Your ProfileCorinne Cecilia Heaney is a financial advisor with LPL Financial LLC, a firm with offices in Westhampton Beach, NY, San Diego, CA and Westhampton, NY. Corinne has been in the financial services industry since May 25, 2000. Corinne holds FINRA Series 7, 9, 10, 63 and 66 licenses and is registered in multiple states, including New York, Texas, California, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Virginia and Alaska. Corinne has also worked with RBC Capital Markets, LLC and Tucker Anthony Incorporated.
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
NY
12/03/2021 - Present
LPL Financial LLC (WESTHAMPTON BEACH NY)
NY
03/09/2002 - 12/20/2021
RBC CAPITAL MARKETS, LLC (HAMPTON BAYS NY)
MA
05/26/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 03/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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