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Heather Marie Bishoff

Cambridge Investment Research, Inc.

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About Heather Marie Bishoff

Heather Marie Bishoff is a financial advisor with over 20 years of experience in the industry. Heather has held positions at several firms, including Prospera Financial Services, Inc., LPL Financial LLC, PLANCO Financial Services, Inc., LINSCO/PRIVATE LEDGER CORP., and The Huntington Investment Company. Currently, Heather is an active Registered Representative with Cambridge Investment Research, Inc.

Firm Information

Heather Bishoff 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 Bishoff’s Registration & Firm History

OH

11/16/2015 - Present

Cambridge Investment Research, Inc. (Gahanna OH)

OH

06/04/2013 - 11/18/2015

PROSPERA FINANCIAL SERVICES, INC. (WORTHINGTON OH)

OH

11/01/2007 - 06/20/2013

LPL FINANCIAL LLC (WORTHINGTON OH)

CT

09/15/2004 - 04/18/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

SC

02/12/2001 - 10/12/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

OH

07/08/1996 - 02/15/1999

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 09/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/05/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Marie Bishoff.
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