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 Winslow is a financial advisor with over 25 years of experience in the industry. Heather has been with Robert W. Baird & Co. Inc. since 2015. Previously, Heather worked for Wells Fargo Advisors, LLC from 2008 to 2015 and A. G. Edwards & Sons, Inc. from 1999 to 2008. Heather holds the Series 7, Series 63, and Series 66 licenses. Heather provides financial planning, investment management, and other advisory services to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
ME
08/17/2015 - Present
Robert W. Baird & Co. Inc. (Portland Maine (ID) ME)
ME
01/01/2008 - 08/25/2015
WELLS FARGO ADVISORS, LLC (PORTLAND ME)
ME
10/22/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND ME)
ME
06/23/1999 - 12/11/2006
A. G. EDWARDS & SONS, INC. (PORTLAND ME)
CT
07/22/1996 - 07/02/1999
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 07/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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