Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Bartlett is an active investment advisor representative with Ameriprise Financial Services, LLC. Heath has been in the financial industry since December 18, 2002. Heath has a Series 66 license and holds the Series 7 and SIE licenses. Heath is registered in 27 states for broker-dealer and investment advisory services. Heath has previous work experience with Commonwealth Financial Network, LPL Financial LLC, Capital Investment Group, Inc. and W.C. Smith & Company, Inc. Heath's branch offices are in Lexington, South Carolina; Sarasota, Florida; and Nashville, Tennessee.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
SC
11/02/2017 - Present
Ameriprise Financial Services, LLC (Lexington SC)
SC
08/05/2011 - 11/02/2017
COMMONWEALTH FINANCIAL NETWORK (LEXINGTON SC)
SC
12/04/2007 - 07/27/2011
LPL FINANCIAL LLC (LEXINGTON SC)
SC
01/02/2004 - 12/21/2007
CAPITAL INVESTMENT GROUP, INC. (LEXINGTON SC)
SC
12/10/2002 - 12/31/2003
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Heath Bartlett is the right advisor for you? Invested Better is here to help.
