Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Watts is a financial advisor who has been in the industry since 2014. She is currently registered with LPL Financial LLC. Heather is a Certified Financial Planner and has Series 66, Series 7, and SIE licenses. Heather has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Heather also has previous experience with INVEST FINANCIAL CORPORATION. She provides financial planning, portfolio management, and consulting services to her clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
02/14/2018 - Present
LPL Financial LLC (NORTH READING MA)
MA
01/01/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORTH READING MA)
BOTH
Issued 04/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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