Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather McBain is a registered representative with Charles Schwab & Co., Inc. Heather has been in the financial services industry since January 2022. Heather holds a Series 7TO, Series 63, and SIE license. Prior to joining Charles Schwab & Co., Inc., Heather worked at TD Ameritrade, Inc.. Heather specializes in financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
01/06/2023 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
01/28/2022 - 06/21/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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