Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bedell is a financial advisor at LPL Financial LLC and has been in the financial industry since 1999. Previously Heather worked for Cambridge Investment Research, Inc., Commonwealth Financial Network, and Financial Network Investment Corporation. Heather has a strong track record of providing clients with personalized financial advice. She is committed to helping her clients achieve their financial goals. Heather holds Series 7, Series 62 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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
PA
10/30/2023 - Present
LPL Financial LLC (ERIE PA)
PA
07/05/2011 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Erie PA)
PA
04/09/2008 - 07/05/2011
COMMONWEALTH FINANCIAL NETWORK (ERIE PA)
PA
02/07/2006 - 03/04/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ERIE PA)
PA
01/07/2004 - 09/14/2005
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
WI
06/02/2003 - 11/17/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
PA
07/26/1999 - 04/17/2003
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
WI
03/09/1999 - 06/08/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
09/18/1996 - 04/17/1997
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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