Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Balfour is a financial advisor who has been in the industry since 2002. Heather Balfour is currently registered with Fidelity Personal And Workplace Advisors. Heather Balfour has also previously worked at W&S Brokerage Services, Inc. Heather Balfour is registered as an Investment Advisor Representative in Florida and Texas.
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.
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.
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.
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2
FL
07/14/2022 - Present
Fidelity Personal AND Workplace Advisors (OCALA FL)
OH
07/10/2018 - 01/27/2022
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
KY
10/20/2006 - 08/07/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
RI
04/12/2001 - 11/01/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
07/07/2000 - 12/12/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/2000 - 12/12/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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