Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lynnelle Mosher is a financial advisor with over 13 years of experience. Heather is currently registered with West Michigan Advisors, LLC and is licensed in the state of Michigan. Previously, Heather was associated with Raymond James & Associates, Inc. and J.J.B Hillard, W.L. Lyons, LLC. Heather has a strong understanding of financial planning and portfolio management. She specializes in working with individuals, businesses, and charitable organizations. Heather is committed to providing her clients with personalized financial advice and guidance. She holds the Series 7, 9, 10, 66, and SIE licenses. Heather is also a registered representative of West Michigan Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
01/12/2022 - Present
West Michigan Advisors, LLC (HOLLAND MI)
MI
02/01/2010 - 01/29/2022
RAYMOND JAMES & ASSOCIATES, INC. (HOLLAND MI)
MI
02/11/2009 - 01/26/2010
J.J.B HILLIARD, W.L. LYONS, LLC (HOLLAND MI)
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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