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Heather Garrett Calfy

Cetera Investment Advisers LLC

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About Heather Garrett Calfy

Heather Calfy is a registered investment advisor representative with Cetera Investment Advisers LLC. Heather is also registered with the state of Oklahoma. Heather has been working in the financial industry since 2018. Previously, Heather has worked at First Financial Equity Corporation and Wells Fargo Advisors Financial Network, LLC. Heather offers financial planning, pension consulting, educational seminars and selection of other advisors services. Heather is also registered to provide portfolio management for individuals and businesses.

Firm Information

Heather Calfy is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

728 W MAIN ST

DUNCAN, OK 73533

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Calfy’s Registration & Firm History

OK

02/26/2024 - Present

Cetera Investment Advisers LLC (DUNCAN OK)

OK

10/16/2018 - 04/20/2022

FIRST FINANCIAL EQUITY CORPORATION (DUNCAN OK)

OK

07/23/2018 - 11/15/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUNCAN OK)

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Licenses & Designations

BOTH

Issued 4/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 12 public disclosures for Heather Garrett Calfy. Review regulatory record here.
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