Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Vondra is an investment advisor representative registered with Gladstone Wealth Partners. Heather has been in the financial services industry since May 2004, and is currently registered in 10 states. Heather is also registered as an investment advisor representative in Nebraska. Her experience includes working with individual clients, businesses, and retirement plans. She has worked with WADDELL & REED and LINSCO/PRIVATE LEDGER CORP. in the past. Heather holds the Series 63, Series 65, Series 7 and SIE licenses. Heather's specializations include financial planning, retirement planning, and investment management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
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2
FL
03/02/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NE
09/18/2008 - 04/27/2015
WADDELL & REED (OMAHA NE)
NE
05/11/2004 - 09/11/2007
LINSCO/PRIVATE LEDGER CORP. (OMAHA NE)
IA
Issued 01/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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