Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Francine Bryant is a registered representative with Wells Fargo Advisors Financial Network, LLC. Heather has been in the industry for 10 years, and is licensed to operate in California and Texas. Heather is a licensed Investment Advisor Representative and has obtained the following licenses: Series 66, SIE, and Series 7. Heather has a long history with Wells Fargo Advisors, having worked there since 1982. Prior to her current role, Heather worked with WELLS FARGO CLEARING SERVICES, LLC from 2012 to 2018. Heather focuses on providing investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors.
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.
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2
CA
01/29/2020 - Present
Wells Fargo Advisors Financial Network, LLC (PASADENA CA)
CA
05/25/2012 - 08/17/2018
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
BOTH
Issued 07/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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