Unclaimed
Heather Lynn Morrison is a registered representative with Bankers Life Securities, Inc. Heather has been in the industry since 2004 and is licensed to provide financial services in Indiana and Ohio. Heather has experience with a variety of financial products and services, including securities, variable contracts, and investment company products. Heather is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
IN
03/09/2018 - Present
Bankers Life Securities, Inc. (MUNCIE IN)
IL
03/28/2005 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
TX
10/08/2004 - 01/04/2005
AFS BROKERAGE, INC. (AUSTIN TX)
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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