Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Parson is a financial advisor with Raymond James Financial Services Advisors, Inc. Heather has been in the financial industry since February 6, 2012. Heather is registered with the state of Oregon and Texas and is licensed to sell securities in both states. Heather has experience in providing financial advice to individuals, corporations, and businesses. Heather also has experience in providing financial planning services, investment management services, and portfolio management services. Heather has a strong track record of success in helping clients achieve their financial goals. Heather is committed to providing her clients with the highest level of personalized service and expertise.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
03/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
01/31/2012 - 05/05/2014
FIRST INVESTORS CORPORATION (BEAVERTON OR)
BOTH
Issued 12/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Parson is the right advisor for you? Invested Better is here to help.
