Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Cherie Wheeless is a financial advisor with Woodmen Financial Services, Inc., licensed to provide financial advice in Georgia. Heather has been working in the financial services industry since 2015. Her registrations include Series 6 and Series 63 securities licenses and the SIE exam. Heather has previously worked with American Fidelity Securities, Inc., and Hornor, Townsend & Kent, LLC.
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.
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.
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2
NE
08/07/2024 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
OK
01/03/2024 - 03/27/2024
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
NE
05/28/2019 - 01/04/2024
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
GA
11/16/2018 - 05/03/2019
HORNOR, TOWNSEND & KENT, LLC (ATLANTA GA)
NE
05/21/2015 - 11/05/2018
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BC
Issued 06/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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