Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Christensen is a financial advisor with over 10 years of experience in the industry. Heather has a Series 7, Series 6, Series 63, and Series 66 licenses, and is registered to provide investment advice in several states, including California and Texas. Heather is currently employed by J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Prior to joining J.P. Morgan Securities LLC, Heather worked as a financial advisor at TD Ameritrade, Inc. Heather's specialization is in investment advisory services, including portfolio management for individuals and businesses, and financial planning. She is also registered to provide pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/29/2018 - Present
J.p. Morgan Securities LLC (MARYSVILLE CA)
CA
09/02/2015 - 03/07/2018
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
10/01/2012 - 08/24/2015
J.P. MORGAN SECURITIES LLC (ROSEVILLE CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROSEVILLE CA)
BOTH
Issued 09/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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