Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Mazander is a financial advisor who has been in the industry since 2006. Heather is currently registered with Valic Financial Advisors, Inc. Heather has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Heather's specialties include financial planning, selection of other advisors, and portfolio management for individuals. Heather is also registered as an Investment Advisor Representative (IAR) in Arkansas, California, Louisiana, Missouri and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
LA
04/01/2020 - Present
Valic Financial Advisors, Inc. (SHREVEPORT LA)
AR
02/20/2018 - 08/09/2019
CETERA INVESTMENT SERVICES LLC (LITTLE ROCK AR)
AR
06/01/2009 - 02/20/2018
MORGAN STANLEY (LITTLE ROCK AR)
AR
03/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
05/17/2006 - 03/03/2008
WACHOVIA SECURITIES, LLC (LITTLE ROCK AR)
IA
Issued 11/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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