Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Winebrenner is an investment advisor representative with Cetera Investment Advisers LLC, a firm with over 16,000 clients. Heather is registered with FINRA and the Securities Investor Protection Corporation (SIPC). She has been in the securities industry since February 2007. Heather has held previous positions with United Brokerage Services, Inc., Nationwide Securities, LLC, AXA Advisors, LLC, Wesbanco Securities, Inc., Chase Investment Services Corp., BANC One Securities Corporation, and Cetera Investment Services LLC. Heather is licensed in California, Florida, Georgia, Kentucky, Louisiana, Maryland, Montana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Heather has completed the Series 6, 7, 63, and 65 exams, as well as the SIE exam. She specializes in providing financial planning services and portfolio management for individuals and businesses.
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.
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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WV
08/02/2022 - Present
Cetera Investment Advisers LLC (PARKERSBURG WV)
WV
05/07/2019 - 05/24/2022
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
WV
05/19/2016 - 08/11/2017
NATIONWIDE SECURITIES, LLC (PARKERSBURG WV)
WV
11/07/2008 - 05/03/2016
AXA ADVISORS, LLC (PARKERSBURG WV)
WV
11/30/2006 - 04/21/2008
WESBANCO SECURITIES, INC. (CHARLESTON WV)
WV
06/28/2006 - 10/18/2006
CHASE INVESTMENT SERVICES CORP. (LOGAN WV)
IL
07/06/2005 - 11/03/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
01/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 7/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/2007
Series 7 - General Securities Representative Examination
BC
Issued 1/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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