Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Laurel Schara is a financial advisor in Albuquerque, NM. Heather has been working in the financial services industry since 1998. Currently, Heather is an Investment Adviser Representative at PFG Advisors. Heather has previously worked at Securities America, Inc., Foothill Securities, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Curbstone Financial Management Corporation, and Waddell & Reed, Inc.
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.
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.
1
2
NM
04/19/2018 - Present
PFG Advisors (ALBUQUERQUE NM)
NM
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Albuquerque NM)
NM
02/22/2013 - 12/08/2016
FOOTHILL SECURITIES, INC. (Albuquerque NM)
NM
06/01/2009 - 03/06/2013
MORGAN STANLEY (ALBUQUERQUE NM)
NM
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALBUQUERQUE NM)
NM
02/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ALBUQUERQUE NM)
NH
08/10/1998 - 09/08/2005
CURBSTONE FINANCIAL MANAGEMENT CORPORATION (MANCHESTER NH)
KS
04/24/1998 - 08/19/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Schara is the right advisor for you? Invested Better is here to help.
