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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 Boe is a financial advisor with LPL Financial LLC in FAIR OAKS, CA. Heather has been in the financial services industry since 1995. Heather specializes in investment advisory services, financial planning, and portfolio management for individuals and businesses. Heather is registered with FINRA and the state of California, as well as 23 other states. Heather is a Series 6, 7, 24, 27, 51, 63, 99TO, and SIE licensed representative.
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.
Consulting and other non-discretionary advisory services
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.
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CA
04/17/2024 - Present
LPL Financial LLC (FAIR OAKS CA)
CA
02/02/2017 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (FAIR OAKS CA)
CA
01/02/1996 - 05/30/2017
QUEST SECURITIES, INC. (FAIR OAKS CA)
MN
08/22/1995 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/14/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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