Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Walters is a registered investment advisor representative with Sequoia Financial Group, LLC. Heather has been in the industry since 2013. Heather holds FINRA Series 7, Series 6, and Series 24 licenses and has passed the Securities Industry Essentials (SIE) exam. Heather has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. Heather has worked with clients in Ohio and Florida.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
07/15/2021 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
08/24/2013 - 03/28/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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