Unclaimed
Heather Milligan is a financial professional with over 25 years of experience in the financial services industry. Heather is currently registered with Lincoln Financial Distributors, Inc. Heather is licensed to sell a variety of financial products, including investment company products and variable contracts. Heather holds a Series 6, Series 26, and Series 99TO licenses. Heather is also an active member of the financial services industry and is committed to providing her clients with the highest level of service.
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.
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.
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2
NC
10/12/2007 - Present
Lincoln Financial Distributors, Inc. (GREENSBORO NC)
NH
12/10/1997 - 10/12/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
BC
Issued 10/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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