Unclaimed
Heather Piotrowski is a financial professional with over 9 years of experience in the industry. Heather currently works at J.P. Morgan Institutional Investments Inc. in Columbus, OH and has previously held positions at J.P. Morgan Securities LLC, JPMorgan Distribution Services, Inc., The Huntington Investment Company, and Manning & Napier Investor Services, Inc. Heather is a Series 7, 6, 24, SIE, and 99TO licensed professional.
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.
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.
1
2
OH
06/16/2022 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
NY
08/08/2018 - 06/13/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
OH
10/18/2016 - 06/05/2018
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
06/24/2014 - 10/17/2016
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
04/29/2013 - 05/23/2014
MANNING & NAPIER INVESTOR SERVICES, INC. (DUBLIN OH)
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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