Unclaimed
Heather Elizabeth Henderson is a financial advisor with over 15 years of experience in the industry. Heather has worked with J.p. Morgan Securities LLC since 2019. Prior to that, Heather was with Key Investment Services LLC for eight years. Heather is licensed to offer investment advice in multiple states. She is also a Series 7 and Series 66 license holder, and she is a registered principal. Heather is committed to providing her clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
11/07/2019 - Present
J.p. Morgan Securities LLC (REDMOND WA)
WA
11/09/2011 - 10/17/2019
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
MA
07/12/2007 - 10/04/2011
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
WA
09/17/2004 - 06/12/2007
U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)
BOTH
Issued 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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