Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather David is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Heather has been in the industry since 2017 and holds a Series 7, Series 63 and Series 65 licenses. Heather is registered to offer securities and investment advisory services in Washington, Texas and other states. Heather also holds the Securities Industry Essentials (SIE) exam certificate.
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.
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.
Investment consulting services to institutional clients
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.
1
2
WA
07/26/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SEATTLE WA)
GA
12/14/2017 - 12/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
IA
Issued 11/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Heather David is the right advisor for you? Invested Better is here to help.
