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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Alleyn Lewis is a financial advisor with Edward Jones. Heather has been in the financial services industry since February 1, 2004. Heather is registered in 19 states and holds Series 7, 63, and 66 licenses. Heather is also registered with FINRA and has 4 approved SRO registrations. Heather's experience includes working with both individuals and businesses to help them achieve their financial goals. Heather's firm, Edward Jones, is a financial services firm that provides a range of services to individuals and businesses, including investment advice, financial planning, and retirement planning. Edward Jones has approximately $10 billion to $50 billion in assets under management.
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.
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.
See schedule d - miscellaneous
1
2
WA
09/08/2009 - Present
Edward Jones (SUMNER WA)
WA
09/30/2003 - 04/20/2009
RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS (TACOMA WA)
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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