Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Jantzen Stanley has been in the financial services industry since December 1996. Heather is currently a registered representative with Wells Fargo Clearing Services, LLC and is also registered as an investment advisor representative in Georgia. Previously, Heather worked with The Robinson-Humphrey Company, LLC in Atlanta, Georgia. Heather has passed the Series 63, 65, 7, 9, 10 and SIE exams. Heather is a licensed securities professional in Arizona, California, Georgia, Montana, New Hampshire, New York, and South Carolina. Heather also has a Power of Attorney for her Uncle and is the Trustee for her step-father's investments.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/20/2003 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
GA
12/09/1996 - 03/23/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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