Unclaimed
Heather Marie Gardner is a registered investment advisor with The Huntington Investment Co. and has been in the industry since March 2021. She has Series 63, 66, and 7 licenses, and she is registered in Michigan for both securities and investment advisory services. Heather provides financial planning and portfolio management for individuals and businesses. Her services include: * Selection of Other Advisors * Portfolio Management for Businesses * Portfolio Management for Individuals
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
10/10/2022 - Present
THE Huntington Investment Co. (Jackson MI)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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