Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Edith Stiles is a financial advisor associated with Raymond James Financial Services Advisors, Inc., with over 40 years of experience in the industry. Stiles has a broad range of experience, having held various positions within the financial industry. She is currently licensed to provide investment advisory services in California and Texas, and is a registered representative in 11 states. Stiles has demonstrated knowledge and expertise through passing various securities exams, including Series 5, Series 7, Series 24 and Series 63, along with the Securities Industry Essentials (SIE) exam. Her client base is diverse, including high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
12/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (CAPITOLA CA)
SC
07/17/1989 - 08/10/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
01/04/1988 - 07/22/1989
BAIKIE & ALCANTARA INC. (SANTA CRUZ CA)
NA
08/25/1981 - 01/11/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 11/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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