Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Craven is a financial advisor who has been in the industry since 1997. Heather is registered with both the Securities and Exchange Commission (SEC) and the state of Colorado. Heather works with individual investors, high-net-worth individuals, and pension and profit-sharing plans. Heather has experience in providing financial planning and portfolio management services. Currently Heather is an Investment Advisor Representative with Buck Wealth Strategies, LLC. Previously Heather was an Investment Advisor Representative with AE Wealth Management, LLC and Madison Avenue Securities. Heather is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CO
04/27/2023 - Present
Buck Wealth Strategies, LLC (DENVER CO)
NE
06/17/2019 - 11/29/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
03/06/2017 - 12/18/2018
FIRST ALLIED SECURITIES, INC. (DENVER CO)
CO
10/06/2015 - 12/18/2018
SUMMIT BROKERAGE SERVICES, INC. (DENVER CO)
CO
09/25/2013 - 12/18/2018
CETERA FINANCIAL SPECIALISTS LLC (DENVER CO)
CO
09/17/2013 - 12/18/2018
CETERA ADVISOR NETWORKS LLC (DENVER CO)
CO
07/27/2013 - 12/18/2018
CETERA INVESTMENT SERVICES LLC (DENVER CO)
CO
02/18/1997 - 12/18/2018
CETERA ADVISORS LLC (DENVER CO)
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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