Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ashley Parks is a financial advisor who has been in the industry since 2012. Heather is a Registered Representative with Fidelity Personal And Workplace Advisors and holds a Series 7, Series 9, Series 10, Series 63, and Series 66 license, as well as the SIE. She has a CFP designation and is licensed in 20 states. Heather has previous experience with National Financial Services LLC. Heather has a strong background in financial planning and investment management. She specializes in working with individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations. Heather provides a variety of services to her clients, including financial planning, investment management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
10/30/2012 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Heather Parks is the right advisor for you? Invested Better is here to help.
