Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lea Locus is a financial advisor with Corient. Heather has been working in the financial services industry since 1996. She has a Series 7 and Series 63 license. Heather is a Certified Financial Planner™. Heather has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Heather has experience in portfolio management, financial planning, and investment consulting. Heather has a strong understanding of the financial markets and a commitment to helping her clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/14/2022 - Present
Corient (MIAMI FL)
CA
02/05/1996 - 12/31/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
01/12/1996 - 01/29/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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