Unclaimed
Heather Elizabeth Stubblefield is a financial advisor at LPL Financial LLC in Murfreesboro, Tennessee. Heather has been in the industry since 2022. Heather offers a wide range of financial services, including financial planning, portfolio management, and investment advice. Heather is committed to helping clients achieve their financial goals. She has earned the Series 6TO and SIE licenses. Heather has been working in the financial services industry since 2022 and specializes in helping individual investors and small businesses meet their investment goals.
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.
1
2
TN
06/26/2024 - Present
LPL Financial LLC (MURFREESBORO TN)
BC
Issued 06/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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