Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather May is a financial advisor who has been in the industry for more than 10 years. Heather is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide financial advice in multiple states. Heather previously worked for Ameriprise Financial Services, LLC and Wells Fargo Advisors Financial Network, LLC. Heather has a variety of experience in the financial industry, including experience in portfolio management, financial planning, and investment consulting. Heather is committed to providing her clients with personalized financial advice and helping them achieve their financial 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.
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.
Investment consulting services to institutional clients
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
TX
06/14/2021 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
08/19/2020 - 06/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
MO
11/28/2012 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/13/2014 - 10/05/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
IA
Issued 12/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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