Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Justason has been in the financial services industry since May 4, 1999. Heather currently works for TD Private Client Wealth LLC in New York, NY. Heather's areas of expertise include Financial Planning, Pension Consulting, and Educational Seminars. Heather is a registered representative of TD Private Client Wealth LLC and holds a Series 6, Series 26, Series 63, and Series 99TO license. Heather is a member of FINRA.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/12/2017 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NA
04/14/1999 - 08/21/2017
JOHN HANCOCK DISTRIBUTORS LLC (TORONTO, ONTARIO )
MA
05/13/2013 - 05/20/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
05/18/2000 - 01/01/2002
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BC
Issued 01/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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