Unclaimed
Heather Harrison is a registered representative with J.P. Morgan Securities LLC, with 13 years of experience in the financial industry. Heather has held licenses with Chase Investment Services Corp. and J.P. Morgan Securities LLC. Heather specializes in investments for individuals, corporations, and businesses. Heather is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 6, and Series 63 license. Heather is also licensed to offer investment advisory services in Texas.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
11/08/2016 - Present
J.p. Morgan Securities LLC (San Antonio TX)
MI
06/15/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLYMOUTH MI)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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