Unclaimed
Heather Copeland is a financial professional with over 20 years of experience in the industry. Heather holds a Series 6 and Series 63 license and is registered with State Farm VP Management Corp. in California. Heather's focus is providing financial advice and solutions to her clients.
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
CA
08/22/2000 - Present
State Farm VP Management Corp. (Huntington Beach CA)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Heather Copeland is the right advisor for you? Invested Better is here to help.