Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Biggs is a financial advisor with over 29 years of experience in the financial industry. Heather has worked with LPL Financial LLC since 2007 and previously worked with Brookstreet Securities Corporation, LINSCO/PRIVATE LEDGER CORP., RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and McDonald Investments Inc. Heather is a Series 7, Series 24, and Series 63 licensed professional. Heather has a strong understanding of the financial markets and provides financial planning, portfolio management, and other advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
08/03/2007 - Present
LPL Financial LLC (ADA MI)
MI
07/03/2003 - 07/16/2007
BROOKSTREET SECURITIES CORPORATION (BYRON CENTER MI)
SC
07/12/2002 - 07/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/09/2002 - 06/20/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/16/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
OH
04/14/1993 - 08/03/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
04/11/1997 - 11/26/1997
OLD KENT BROKERAGE SERVICES (GRAND RAPIDS MI)
OH
04/14/1993 - 04/04/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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