Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Clark Rogers is a financial advisor with Truist Advisory Services, Inc., located in Hixson, TN. Heather has been in the financial services industry since 2011 and has a broad range of experience in providing investment advice to individuals, businesses, and institutions. Heather has a strong track record of success in helping her clients achieve their financial goals and has a deep understanding of the financial markets. Heather holds a Series 6, 7, 63 and 66 licenses and has been registered with the state of Tennessee.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
04/08/2022 - Present
Truist Advisory Services, Inc. (HIXSON TN)
TN
07/28/2011 - 01/22/2015
SUNTRUST INVESTMENT SERVICES, INC. (HIXSON TN)
BOTH
Issued 04/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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