Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bakaian is a financial professional with over a decade of experience in the industry. Heather is currently registered with Pacific Select Distributors, LLC, and has been with the firm since April 2021. Prior to her time with Pacific Select Distributors, LLC, Heather was registered with Lincoln Financial Distributors, Inc. Heather holds the Series 6 and SIE licenses.
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.
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.
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2
CA
09/28/2022 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
04/16/2021 - 08/12/2021
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
PA
08/30/2011 - 04/05/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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