Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bunz is a registered representative with Charles Schwab & CO., Inc., located in Omaha, NE. Heather has been in the financial services industry since February 2015. She is a Series 7, 24, and 63 licensed professional and has been registered with the state of Nebraska since January 2022. Before joining Charles Schwab & CO., Inc., Heather worked at TD Ameritrade, Inc., also in Omaha. She specializes in Financial Planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
01/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/25/2015 - 01/18/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 04/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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