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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lenseth is a financial advisor with Clearbridge Investments, LLC. Heather has been in the financial services industry since December 31, 2007. Prior to joining Clearbridge Investments, LLC, Heather worked for Putnam Retail Management Limited Partnership, Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc. and Ameriprise Financial Services, Inc. Heather has a wide range of experience in the financial services industry and holds a number of licenses and certifications, including Series 66, Series 24, Series 99TO, SIE, and Series 7. Heather specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Heather is registered with the state of Connecticut as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/07/2011 - Present
Clearbridge Investments, LLC (NEW YORK NY)
CT
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)
CT
08/04/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Stamford CT)
CT
08/01/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Stamford CT)
CT
01/01/2008 - 06/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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