Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Garvin has been in the financial industry for over 15 years and is currently a registered representative with Raymond James Financial Services Advisors, Inc. Heather Dawn Garvin has experience working with various clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. She is registered to provide investment advice in Texas, where she also operates her business, Tea2Go TeaN'ergy. In addition to her investment advisory work, Heather also supports Foreman Financial in Midland, TX. Heather Garvin holds Series 6, 63, and 65 licenses and has a strong background in financial planning, portfolio management, and pension consulting. Heather Garvin is committed to helping her clients 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (Midland TX)
TX
06/16/2005 - 12/06/2019
MML INVESTORS SERVICES, LLC (Midland TX)
IA
Issued 03/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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