Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lambert is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Heather has been in the financial services industry since 2001 and has worked with Wells Fargo Advisors since 2009. Heather holds Series 7, 63, and 66 licenses. Heather is registered to provide investment advice in 31 states and the District of Columbia. In addition to her work as a financial advisor, Heather is also involved in home remodeling.
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.
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.
Investment consulting services to institutional clients
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
VA
05/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
02/13/2008 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
03/15/2001 - 02/05/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORFOLK VA)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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