Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Anne Johnson is a registered representative and investment advisor representative with LPL Enterprise, LLC. Heather is based in Irvine, CA. Heather is a registered representative with the state of California and is also licensed as an investment advisor representative. Heather has been working in the financial services industry since 2014. Heather is committed to providing her clients with personalized financial advice and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2024 - Present
LPL Enterprise, LLC (IRVINE CA)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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