Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Robb is a registered representative and investment advisor representative with Janney Montgomery Scott LLC. Heather has been in the securities industry since 2001 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Heather has also held previous roles at Citigroup Global Markets Inc. and Janney Montgomery Scott LLC. Heather is licensed to provide investment advice in California, Florida, Hawaii, Louisiana, New Jersey, Pennsylvania, South Carolina, and Tennessee.
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.
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.
Fee plus commission
1
2
PA
08/13/2019 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/04/2006 - 03/27/2008
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
05/03/2001 - 08/29/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 08/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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