Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bronson is a financial advisor with Fidelity Personal and Workplace Advisors. Heather has been in the industry since December 2011. Prior to joining Fidelity Personal and Workplace Advisors, Heather was an advisor with J.P. Morgan Securities LLC. Heather is licensed to provide financial advice in Florida, Texas, and several other states. Heather is a Series 7, Series 63, and Series 66 licensed representative.
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.
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2
FL
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
01/25/2021 - 06/15/2021
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
03/13/2018 - 01/11/2021
TD AMERITRADE, INC. (Ormond Beach FL)
FL
11/01/2011 - 03/20/2018
SCOTTRADE, INC. (OVIEDO FL)
BOTH
Issued 7/7/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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