Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Marie Church is a financial advisor with LPL Financial LLC. Heather has been in the industry since 2001 and has been with LPL Financial LLC since February 2013. Heather holds the Series 7 and Series 63 licenses, as well as the Series 65 license. Heather is also a Certified Financial Planner. Heather has experience providing financial advice to individuals, businesses, and charitable organizations. In addition to her work with LPL Financial LLC, Heather has also worked for Raymond James & Associates, Inc., BBVA Compass Investment Solutions, Inc, and Invest Financial Corporation.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
02/19/2013 - Present
LPL Financial LLC (BOULDER CO)
CO
11/02/2010 - 12/12/2012
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
CO
07/02/2004 - 11/02/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (NORTHGLENN CO)
WI
07/25/2001 - 06/07/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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