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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 Levasseur is a financial advisor registered in 38 states, including Maine and Texas. Heather has been working in the financial services industry since December 1997, most recently with Morgan Stanley. Heather has a broad range of experience, having previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, WELLS FARGO ADVISORS LLC, CUNA Mutual Group and CUNA BROKERAGE SERVICES INC. Heather is also a registered investment advisor and specializes in portfolio management for individuals, businesses, and investment companies. Heather offers a variety of services, including financial planning, pension consulting, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
ME
01/30/2023 - Present
Morgan Stanley (Portland ME)
ME
09/27/2021 - 06/20/2022
PRUCO SECURITIES, LLC. (Portland ME)
ME
09/30/2019 - 09/28/2021
CUNA BROKERAGE SERVICES, INC. (BRUNSWICK ME)
ME
07/16/2007 - 09/18/2019
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND ME)
ME
11/21/1997 - 07/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
IA
Issued 01/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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