Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bolster is a financial advisor with Raymond James & Associates, Inc. Heather has been in the industry since December 2004. Heather has experience in various financial services firms including Merrill Lynch, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Heather is registered with the states of Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Kansas, Michigan, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington and Wisconsin. Heather holds the Series 7, Series 63, and Series 65 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
ID
06/16/2020 - Present
Raymond James & Associates, Inc. (Coeur D Alene ID)
ID
04/15/2011 - 05/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
ID
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
ID
12/03/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
IA
Issued 01/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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