Unclaimed
Heather Giglia Shultz is a registered representative with Fidelity Brokerage Services LLC. Heather has been in the securities industry since 2017 and has passed the Series 7, Series 24, and SIE exams. Heather's primary location is in Covington, Kentucky.
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.
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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2
KY
03/23/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 01/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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