Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Patricia McKinney is a financial advisor with Raymond James Financial Services Advisors, INC. Heather has been in the industry since 1994 and holds the Series 7, Series 8, Series 63, and Series 66 securities licenses, as well as the SIE exam. Heather also has a banking license and is an Associate with Pinnacle Financial Partners/Pinnacle Bank. Prior to joining Raymond James Financial Services Advisors, INC., Heather worked for First Tennessee Brokerage, INC., Morgan Keegan & Company, INC., AmSouth Investment Services, INC., and Charles Schwab & Co., INC. Heather's experience in the financial industry allows her to provide a wide range of services to her clients, including financial planning, portfolio management, and retirement planning.
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
TN
09/16/2013 - Present
Raymond James Financial Services Advisors, Inc. (KNOXVILLE TN)
TN
01/15/2010 - 05/10/2013
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
TN
03/28/2007 - 01/06/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
04/11/2005 - 03/15/2007
AMSOUTH INVESTMENT SERVICES, INC. (KNOXVILLE TN)
TX
01/29/2004 - 11/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
08/10/1993 - 12/04/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/21/1992 - 08/12/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 5/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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