Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Candler is a financial advisor with over 16 years of experience in the financial services industry. Heather has held positions at several firms, including Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Heather currently works as a Registered Representative at Morgan Stanley and is registered to provide investment advice in several states, including Oklahoma and Texas. Heather has a strong background in financial planning and investment management and is dedicated to helping her clients 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OK
01/22/2021 - Present
Morgan Stanley (Oklahoma City OK)
OK
11/23/2011 - 01/19/2021
WELLS FARGO CLEARING SERVICES, LLC (CUSHING OK)
OK
06/01/2009 - 11/09/2011
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
01/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
OK
05/03/2005 - 12/17/2007
SOUTHWEST SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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