Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ingle Oconnor is a financial advisor with Truist Advisory Services, Inc., located in NASHVILLE, TN. Heather has been in the industry since 2008 and has a Series 7, Series 24, and Series 66 licenses. Heather has been registered with Truist Advisory Services, Inc. since 2020. Previous employers include BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and SUNTRUST INVESTMENT SERVICES, INC. Heather specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Heather's previous experience includes working in banking and investment management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
TN
11/17/2020 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
07/12/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)
TX
06/04/2014 - 03/01/2016
BB&T INVESTMENT SERVICES, INC. (HOUSTON TX)
NC
06/04/2008 - 08/27/2013
BB&T INVESTMENT SERVICES, INC. (WAKE FOREST NC)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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