Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lyn Hackett is a financial advisor at Commonwealth Financial Network, a firm that provides financial planning, portfolio management, and other investment-related services. Heather has been in the financial services industry since 2002 and has a strong track record of helping clients achieve their financial goals. She holds the Series 7, Series 24, and Series 63 licenses and is a Certified Financial Planner. Heather is passionate about helping clients understand their financial options and developing personalized plans to meet their needs. In addition to her work at Commonwealth Financial Network, Heather also owns and operates a commercial real estate business.
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.
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.
1
2
CA
02/22/2024 - Present
Commonwealth Financial Network (Long Beach CA)
CA
07/31/2018 - 02/26/2024
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/01/2017 - 08/24/2018
CETERA ADVISOR NETWORKS LLC (San Diego CA)
CA
03/11/2011 - 11/01/2017
GIRARD SECURITIES, INC. (LONG BEACH CA)
CA
02/06/2007 - 03/04/2011
WALNUT STREET SECURITIES, INC. (NEWPORT BEACH CA)
CA
08/15/2005 - 10/27/2006
NFP SECURITIES, INC. (LAGUNA HILLS CA)
CA
03/05/2004 - 08/17/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
04/15/2002 - 12/03/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Hackett is the right advisor for you? Invested Better is here to help.
