Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather M. Condon is a financial advisor with UBS Financial Services Inc. Heather has been in the financial industry since May 12, 2004. Heather has a wide range of experience, having worked at several firms including McDonald Investments Inc., PNC Investments, and Banc One Securities Corporation. Heather is licensed in several states, including California, Florida, Massachusetts, Ohio, Texas, and Virginia. Heather specializes in providing financial advice to individuals, corporations, and other businesses. She is also knowledgeable in portfolio management, financial planning, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/09/2007 - Present
UBS Financial Services Inc. (CINCINNATI OH)
OH
08/30/2005 - 02/09/2007
MCDONALD INVESTMENTS INC. (CINCINNATI OH)
PA
01/17/2005 - 08/11/2005
PNC INVESTMENTS (PITTSBURGH PA)
IL
06/21/2001 - 03/14/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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