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 Haines is an investment advisor representative with IMA Advisory Services, Inc. based in Wichita, Kansas. Heather has been in the financial services industry since 1998, and has experience working with IMA Wealth. Heather holds the Series 7 and Series 63 licenses, as well as the Series 65 license and the SIE exam. Heather specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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KS
07/07/2016 - Present
IMA Advisory Services, Inc. (Wichita KS)
KS
06/01/2012 - 12/15/2023
IMA WEALTH (WICHITA KS)
KS
10/15/2010 - 06/01/2012
FINANCIAL TELESIS INC (WICHITA KS)
KS
08/06/1998 - 10/26/2010
PRINCOR FINANCIAL SERVICES CORPORATION (WICHITA KS)
IA
Issued 01/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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