Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Peterson is a financial advisor with over 3 years of experience in the industry. Heather is currently registered with Fidelity Brokerage Services LLC. Heather has previously been registered with ROBINHOOD FINANCIAL, LLC. Heather has passed the Series 63, Series 7TO, SIE exams. Heather also holds the no known designation. Heather specializes in brokerage services, assisting clients with investment strategies and market analysis.
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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RI
12/06/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NC
10/08/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/3/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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