Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Peters is a financial advisor based in Durham, North Carolina with over 20 years of experience in the financial services industry. Heather has worked with a variety of firms including Lincoln Financial Advisors Corporation, VALIC Financial Advisors, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Heather is licensed to provide investment advice in all 50 states, as well as the District of Columbia. Heather specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
10/03/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
TX
05/06/2022 - 09/20/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NC
05/01/2002 - 01/14/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GREENSBORO NC)
IN
05/01/2002 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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