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 Lafranchi is a financial advisor with Fidelity Personal And Workplace Advisors. Heather has been a registered representative in the securities industry for over 14 years. Heather has licenses to sell securities in all states except for Texas, where she holds an Investment Adviser Representative license. Heather specializes in providing financial planning, education seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
02/28/2022 - Present
Fidelity Personal AND Workplace Advisors (TACOMA WA)
WA
04/08/2021 - 12/16/2021
MWA FINANCIAL SERVICES INC. (Tacoma WA)
WA
10/19/2010 - 07/28/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Tacoma WA)
WA
05/14/2008 - 11/09/2009
LPL FINANCIAL CORPORATION (DUPONT WA)
WA
03/07/2007 - 05/14/2008
FIRST MONTAUK SECURITIES CORP. (DUPONT WA)
BOTH
Issued 12/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Heather Lafranchi is the right advisor for you? Invested Better is here to help.
