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 Bloom is a registered investment advisor with Raymond James & Associates, Inc. Heather has been working in the financial industry since February 2010. Heather is licensed in the state of Idaho and has been a licensed professional with Raymond James & Associates, Inc. since May 2020. Before this, Heather worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Heather specializes in working with individuals, families, businesses, and trusts to provide financial advice 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
05/28/2020 - Present
Raymond James & Associates, Inc. (Coeur D Alene ID)
ID
04/15/2011 - 05/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
ID
02/15/2010 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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