Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Staffelbach is a financial professional with over 15 years of experience in the financial services industry. Heather is currently a registered representative with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Before joining Charles Schwab, Heather was previously registered with ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC., ALPS DISTRIBUTORS, INC., and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Heather has a strong background in investments, having earned her Series 6, 7, 24 and 26 licenses. Heather's experience and expertise allows her to provide comprehensive financial advice to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
04/13/2016 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
10/23/2009 - 03/28/2016
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
09/20/2007 - 03/28/2016
ALPS DISTRIBUTORS, INC. (DENVER CO)
TN
07/09/2007 - 09/05/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 06/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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