Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Alyssa Viniar is a financial advisor registered with Cetera Investment Advisers LLC and Cetera Investment Services LLC. She is also registered as an Investment Advisor Representative in Florida and has been in the industry since May 2023. Heather has a Series 63, 65, and 6TO license and has experience working with individuals, corporations, and other businesses. She is passionate about helping her clients achieve their financial goals through personalized financial planning and investment management services.
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.
1
2
FL
07/09/2024 - Present
Cetera Investment Advisers LLC (SUNRISE FL)
FL
05/30/2023 - 04/05/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
IA
Issued 7/3/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/5/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Heather Viniar is the right advisor for you? Invested Better is here to help.
