Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Morehead is a financial professional with over 5 years of experience in the industry. She has held a Series 7, Series 9, Series 10, and Series 63 license since 2017 and currently works with Fidelity Brokerage Services LLC.
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.
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.
1
2
KY
02/02/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 02/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Heather Morehead is the right advisor for you? Invested Better is here to help.
