Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Cheney is an investment advisor representative with LPL Financial LLC, located in PETALUMA, CA. Heather has been in the financial services industry for over 17 years and is registered in 29 states. She has passed the Series 7 and Series 66 exams and holds a SIE designation. Previously, Heather worked at Wells Fargo Advisors, LLC and Morgan Stanley. Heather is qualified to advise on a variety of investment products and services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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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2
CA
05/03/2023 - Present
LPL Financial LLC (PETALUMA CA)
CA
02/20/2015 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (CORTE MADERA CA)
CA
06/01/2009 - 03/09/2015
MORGAN STANLEY (SAN RAFAEL CA)
CA
12/07/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN RAFAEL CA)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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