Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Styles is a registered Investment Advisor Representative with Fisher Investments, a firm with offices in Plano, Texas. Heather is a seasoned professional with experience in the financial services industry, and is licensed in the state of Texas. Her areas of expertise include investment companies, pooled investment vehicles, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals. Heather has been with Fisher Investments since 2012. Prior to that, Heather worked for Quasar Distributors, LLC in Milwaukee, Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/06/2023 - Present
Fisher Investments (PLANO TX)
ME
06/07/2013 - 06/30/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
03/25/2008 - 11/20/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
08/06/2007 - 01/18/2008
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
UT
10/11/2006 - 07/26/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)
NJ
07/05/2004 - 11/17/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Heather Styles is the right advisor for you? Invested Better is here to help.
