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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Heather is an investment advisor representative with Householder Group Estate & Retirement Specialists. David has been in the industry since 2007 and holds a Series 6, 7, 63 and 65 licenses. David is registered with the state of Massachusetts as an Investment Advisor Representative and a Registered Representative. David has previous experience with Securities Service Network, Inc., MML Investors Services, LLC, New England Securities and Finacorp Securities.
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.
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.
Portion of third party manager fees
1
2
MA
01/28/2014 - Present
Householder Group Estate & Retirement Specialists (NATICK MA)
MA
11/02/2011 - 12/24/2013
SECURITIES SERVICE NETWORK, INC. (NATICK MA)
MA
09/08/2010 - 01/05/2011
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
MA
03/11/2008 - 06/23/2010
NEW ENGLAND SECURITIES (WELLESLEY MA)
CA
06/10/2004 - 07/21/2006
FINACORP SECURITIES (IRVINE CA)
IA
Issued 12/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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