Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ponsano is an investment advisor representative associated with Kingsview Wealth Management, LLC. Heather has been in the financial industry since 2012 and holds Series 6, 63, and 65 licenses as well as the SIE designation. She previously worked with LPL Financial LLC, CUNA Brokerage Services, Inc., State Farm VP Management Corp., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Heather specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selecting other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
02/20/2024 - Present
Kingsview Wealth Management, LLC (Eurka CA)
CA
05/18/2022 - 07/05/2023
LPL FINANCIAL LLC (Eureka CA)
CA
06/21/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Eureka CA)
IL
10/23/2014 - 03/29/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
10/01/2012 - 02/05/2014
J.P. MORGAN SECURITIES LLC (ARCATA CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARCATA CA)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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