Unclaimed
Heather Elizabeth Robinson is a financial advisor at Raymond James Financial Services, Inc. She has been a registered representative since 2022. Heather is licensed to sell securities in the state of North Carolina. She has earned her Series 7TO and SIE licenses. Her previous experience includes a role at DFA SECURITIES LLC.
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.
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.
1
2
NC
11/01/2023 - Present
Raymond James Financial Services, Inc. (Charlotte NC)
NC
05/05/2022 - 07/11/2023
DFA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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