Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Martinson is a financial advisor with Wells Fargo Clearing Services, LLC. Heather has been in the financial industry for over 20 years. Heather provides financial advice to a wide range of clients, including individuals, businesses, and institutions. Heather has a strong track record of success and is committed to providing her clients with the highest quality of service. Heather is registered to offer financial services in multiple states. Previous firms include Wells Fargo Investments, LLC, TCF Securities, Inc., Marquette Financial Group, Inc. and American Express Financial Advisors 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.
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.
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2
MN
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
03/24/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WAYZATA MN)
MN
05/15/2002 - 10/10/2002
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MN
10/16/2000 - 04/05/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
05/23/2000 - 10/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/2000 - 10/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2016
Series 4 - Registered Options Principal Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
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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