Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Flick McMeekin is a registered Investment Advisor Representative with Mitchell Sinkler & Starr. Heather has been in the financial services industry since 1996, previously working at Donaldson, Lufkin & Jenrette Securities Corporation, PaineWebber Incorporated, UBS Warburg LLC, Constellation Investment Distribution Company Inc., and Foreside Fund Services, LLC. Heather is licensed in Pennsylvania. Heather is also licensed as a General Securities Representative. The types of clients Heather works with include high-net-worth individuals, investment companies, and charitable organizations. Mitchell Sinkler & Starr, based in Philadelphia, Pennsylvania, specializes in financial planning and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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PA
04/28/2015 - Present
Mitchell Sinkler & Starr (PHILADELPHIA PA)
PA
01/03/2006 - 11/05/2008
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
10/16/2001 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
NY
11/03/2000 - 03/28/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
03/27/1998 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
07/31/1996 - 03/05/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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