Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Hernesko is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Farmington Hills, MI. Heather is licensed to offer securities and investment advice in all states and has been in the industry since 2007. Heather previously worked at Morgan Stanley, Citigroup Global Markets Inc., and Wachovia Securities, LLC. Her areas of focus include investments, portfolio management for individuals and businesses, 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.
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
MI
10/09/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
06/01/2009 - 10/03/2014
MORGAN STANLEY (FARMINGTON HILLS MI)
FL
07/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
10/25/2007 - 07/03/2008
WACHOVIA SECURITIES, LLC (PALM BEACH GARDENS FL)
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2007
Series 6 - Investment Company Products/Variable Contracts 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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