Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Pacheco Litz is a financial advisor with The Ameriflex Group. Heather has been in the financial services industry since 2001. Heather has a strong background in financial planning and investment advisory, with experience working with individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. Heather holds Series 7, 65, and 66 securities licenses. Heather is also a Certified Financial Planner. Heather's commitment to providing clients with the highest level of service and expertise is evident in her long tenure with The Ameriflex Group.
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.
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.
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2
CO
01/02/2021 - Present
THE Ameriflex Group (DENVER CO)
CO
04/29/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKEWOOD CO)
CO
08/06/2012 - 05/04/2020
VOYA FINANCIAL ADVISORS, INC. (DENVER CO)
CO
03/05/2009 - 08/03/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (DENVER CO)
CO
07/05/2004 - 03/05/2009
HARTFORD EQUITY SALES COMPANY INC. (DENVER CO)
KS
01/14/2003 - 05/07/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MO
07/25/2002 - 12/20/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/05/2001 - 03/19/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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