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Heather Marie Becklund

Cambridge Investment Research, Inc.

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About Heather Marie Becklund

Heather Marie Becklund is a financial professional with Cambridge Investment Research, Inc.. Heather has been in the securities industry since October 8, 2012. Heather holds the Series 7, Series 99 and SIE licenses. Heather is located in Fairfield, Iowa.

Firm Information

Heather Becklund is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Heather Becklund’s Registration & Firm History

IA

06/01/2020 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

IA

02/07/2012 - 09/30/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (Fairfield IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/06/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Heather Marie Becklund. Review regulatory record here.
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