Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rivers is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. Heather has been in the industry since May 2019 and has worked with Think Financial Planning and Commonwealth Financial Network in the past. Heather's firm provides various financial planning services and offers hourly and fixed-rate consultations. Their clientele includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rochester MN)
MN
05/14/2019 - 08/17/2022
COMMONWEALTH FINANCIAL NETWORK (ROCHESTER MN)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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