Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Martin is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Heather has been working in the financial services industry since July 5, 2000. Prior to joining TIAA-CREF, Heather was a financial advisor with Fidelity Brokerage Services LLC and MetLife Securities Inc. Heather is licensed to provide investment advice in Connecticut, District of Columbia, Florida, Maine, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Rhode Island, and Vermont. Heather is also a Registered Representative. Heather's services include financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
08/03/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
12/07/2010 - 01/26/2015
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
MA
06/03/2010 - 11/30/2010
METLIFE SECURITIES INC. (NORWOOD MA)
RI
01/21/1994 - 02/24/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
06/03/1993 - 01/11/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/03/1993 - 01/11/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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