Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Willie is a financial professional with over 10 years of experience in the financial services industry. Heather is currently registered with Sentry Equity Services, Inc., a firm based in Stevens Point, WI. Previously, Heather has worked for Transamerica Investors Securities Corporation and Transamerica Capital, Inc. Heather holds the Series 6, Series 63, and Series 6TO licenses.
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.
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2
WI
03/07/2024 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
NY
07/15/2019 - 12/03/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 07/03/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
12/18/2014 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
09/08/2010 - 11/06/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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