Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Clement is a financial advisor with Hightower Advisors, LLC. Heather has been in the financial industry since February 1995 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She is registered to provide investment advice in Florida and New York. In addition to her Series 7 and Series 66 licenses, Heather also holds the Securities Industry Essentials (SIE) exam. Heather is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
02/14/2021 - Present
Hightower Advisors, LLC (WATERTOWN NY)
NY
06/01/2009 - 12/13/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
NY
02/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WATERTOWN NY)
NY
02/27/1995 - 02/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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