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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Wilbur is a registered investment advisor representative with MML Investors Services, LLC. Heather Wilbur is licensed to provide financial advice in the state of New York and also holds registrations in Florida, Pennsylvania, South Carolina and Virginia. Heather Wilbur is a series 6 and series 63 licensed representative and has been working in the financial services industry since 2016. Previous experience includes positions with MSI Financial Services, Inc. and MetLife Premier Client Group/Tom Witmer. MML Investors Services, LLC is a national financial services firm that provides financial planning, portfolio management, and other investment-related services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ELMIRA NY)
NY
06/01/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
BC
Issued 06/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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