Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Alber is a financial advisor with over 20 years of experience in the industry. Heather has been registered with the state of Michigan since 2015 and is currently affiliated with Raymond James Financial Services Advisors, Inc. Previously, Heather worked for Robert W. Baird & Co. Incorporated from 2001 to 2015. Heather holds the Series 7, Series 66 and SIE licenses. Heather provides financial planning, portfolio management for individuals and businesses, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
12/01/2015 - Present
Raymond James Financial Services Advisors, Inc. (Wyoming MI)
MI
01/19/2001 - 12/03/2015
ROBERT W. BAIRD & CO. INCORPORATED (HOLLAND MI)
BOTH
Issued 12/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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