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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Dawn Winebrenner is a financial advisor with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Heather has over 15 years of experience in the financial services industry, and is registered to provide investment advice in Texas and West Virginia. She is also licensed to sell securities in 17 states.
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 07/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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