Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Sellers is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2005. She has a wide range of experience, having worked at Lincoln Financial Securities Corporation prior to joining Merrill Lynch. Heather provides a variety of services to her clients, including portfolio management, pension consulting, educational seminars, and selection of other advisors. She is registered to provide investment advice in 53 states and is licensed to provide broker-dealer services in 53 states.
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
PA
04/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
08/14/2019 - 03/16/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (WEXFORD PA)
PA
04/29/2005 - 08/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
BOTH
Issued 9/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2005
Series 7 - General Securities 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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