Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Carter Molin is an Investment Advisor Representative and a Registered Representative at Wells Fargo Clearing Services, LLC, where she is registered in California, New Jersey, New York, Texas, and Virginia. Heather has been in the financial services industry since 1997. Before joining Wells Fargo Clearing Services, LLC in November 2022, Heather worked as a financial advisor for UBS Financial Services Inc. from September 2008 to November 2022.
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.
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2
NJ
11/07/2022 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NJ
09/19/2008 - 11/15/2022
UBS FINANCIAL SERVICES INC. (SHORT HILLS NJ)
NY
10/13/2004 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/17/2003 - 10/13/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
09/13/2004 - 09/17/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
07/16/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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