Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Buckridge is a financial advisor with over 14 years of experience in the industry. Heather is currently registered with Osaic Advisory Services, LLC and holds licenses in several states including Florida and Texas. Heather is a Certified Financial Planner and has experience working with individuals, families, and businesses. Heather is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Osaic Advisory Services, LLC, Heather worked with Triad Advisors and Girard Securities, Inc.
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.
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
GA
09/27/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
FL
09/26/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
05/17/2023 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (FORT LAUDERDALE FL)
FL
09/04/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
10/27/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
10/18/2011 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
10/02/2009 - 09/14/2011
CHASE INVESTMENT SERVICES CORP. (HOLLYWOOD FL)
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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