Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lynn Beckwith is a financial advisor who has been in the industry since 2006. She is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in Broker-Dealer and Investment Adviser. Heather has a broad range of experience and holds several licenses and certifications, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. She is also a Registered Principal with Raymond James Financial Services Advisors, Inc. Heather's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. She has worked with a variety of clients, including individuals, families, businesses, and retirement plans.
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
TN
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Franklin TN)
FL
05/23/2006 - 02/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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