Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Kay Panuco is a financial advisor at First Command Advisory Services. Heather has been in the financial industry since 2013. Heather specializes in financial planning and portfolio management for individuals. Prior to joining First Command, Heather worked at Edward Jones. Heather has earned several industry credentials, including the Series 7, Series 66, and Series 24.
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.
Personalized portfolio management to meet individual financial objectives.
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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TX
10/25/2018 - Present
First Command Advisory Services (FORT WORTH TX)
TX
04/25/2013 - 01/03/2017
EDWARD JONES (FLOWER MOUND TX)
BOTH
Issued 05/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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