Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Maria Barr is a financial advisor with Citizens Securities, Inc., who has been in the industry since 2022. Heather Maria Barr holds licenses for Series 63, Series 65, Series 6TO and SIE exams. Heather Maria Barr is registered in the state of Pennsylvania. Heather Maria Barr has specialized in providing services to individuals, high net worth individuals, and corporations. Heather Maria Barr has a focus on providing financial planning, portfolio management, and selection of other advisers.
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.
Participate in wrap fee program
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.
1
2
PA
06/06/2022 - Present
Citizens Securities, Inc. (Pittsburgh PA)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Heather Barr is the right advisor for you? Invested Better is here to help.
