Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ann Alaniz is a financial advisor with Lion Street Financial, LLC. Heather has been in the financial services industry since 2004 and is currently registered with FINRA. Heather holds the Series 6, Series 99TO 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
TX
07/15/2020 - Present
Lion Street Financial, LLC (AUSTIN TX)
TX
08/06/2004 - 04/02/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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