Unclaimed
Heather Comella is an Investment Advisor Representative at Nectarine and Folsom Wealth Advisors. Heather has been in the industry since June 2014 and has a Series 65 license. Heather holds the Certified Financial Planner designation.
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.
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.
Referral fees
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CA
01/13/2025 - Present
Nectarine (SAN DIEGO CA)
IA
Issued 04/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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