Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Leeann Knickerbocker is a registered representative with UMB Financial Services, Inc. Heather has been in the securities industry since October 2008 and has been registered with the state of Missouri since May 2016. Heather holds the Series 7, Series 99TO, and Series 63 licenses. Heather is a licensed financial professional that provides financial planning and portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/22/2008 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
BC
Issued 05/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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