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 Pacheco is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Heather has been in the industry since May 2, 2001, and has been registered with FINRA since January 4, 2010. Heather is also registered with the state of Texas as an investment advisor representative. Heather has a wide range of experience and expertise, and has passed several industry exams including the Series 6, 7, 10, 24 and 66. Heather can assist clients with a variety of financial planning needs, including portfolio management, retirement planning, college savings, and estate planning. Heather is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
09/28/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
CO
10/01/2004 - 10/30/2009
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
CO
12/22/2000 - 07/26/2004
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 05/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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