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Heather Elizabeth Robinson

Raymond James Financial Services, Inc.

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About Heather Elizabeth Robinson

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.

Firm Information

Heather Robinson is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Heather Robinson’s Registration & Firm History

NC

11/01/2023 - Present

Raymond James Financial Services, Inc. (Charlotte NC)

NC

05/05/2022 - 07/11/2023

DFA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Elizabeth Robinson.
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