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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather J. Gardner is a financial advisor with Beam Wealth Advisors, Inc. based in Jacksonville, FL. Heather has been in the industry since 2011 and has a strong background in financial planning, investment management, and estate planning. Heather is a Certified Financial Planner® and holds the Series 63, 65, 7, and SIE licenses. She is registered with FINRA and licensed in Florida, Georgia, Louisiana, and Texas. Before joining Beam Wealth Advisors, Heather was previously employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Heather has a strong reputation for providing personalized financial advice to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Estate planning
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
FL
06/11/2024 - Present
Beam Wealth Advisors, Inc. (JACKSONVILLE FL)
FL
02/13/2014 - 02/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
BC
Issued 05/15/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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