Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Claussen is a financial professional with over 10 years of experience in the industry. Heather has held positions with TD Ameritrade, Inc. and currently works with Charles Schwab & CO., Inc. Heather is registered in Arizona and California, and has passed the Series 63, Series 7 and SIE examinations. Heather is a highly experienced and knowledgeable financial professional with a proven track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/24/2016 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
05/27/2009 - 08/01/2016
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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