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Heather Dean Blanchard

Money Concepts Capital Corp.

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About Heather Dean Blanchard

Heather Blanchard is a financial advisor with over 20 years of experience. She is currently registered with Money Concepts Capital Corp. and holds Series 6, 7, 63 and 65 licenses as well as the SIE. Heather Blanchard has a proven track record of providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Her areas of specialization include financial planning, retirement planning, college savings, and estate planning.

Firm Information

Heather Blanchard is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Heather Blanchard’s Registration & Firm History

CT

08/23/2022 - Present

Money Concepts Capital Corp. (COLCHESTER CT)

CT

06/06/2003 - 02/20/2009

SECURITIES AMERICA, INC. (GLASTONBURY CT)

MA

08/27/2002 - 06/16/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 08/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Dean Blanchard.
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