Unclaimed
Heather Watkins is a financial advisor with Park Avenue Securities LLC. Heather has over 15 years of experience in the financial services industry, and has a strong track record of helping clients achieve their financial goals. Heather specializes in financial planning and portfolio management. She is dedicated to providing her clients with personalized financial advice and guidance. Heather is also committed to educating her clients about their financial options. Heather has held previous roles at MML Investors Services, LLC, Signator Investors, Inc., MML Distributors, LLC, and Prudential Retirement Brokerage Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/23/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
12/06/2019 - 10/20/2023
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
09/18/2007 - 12/31/2009
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
MA
12/01/2004 - 12/14/2005
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
05/06/2004 - 06/15/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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