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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 Lyle has been in the financial services industry since 2005. Heather Lyle currently works for Ameriprise Financial Services, LLC in the Hays, KS branch office. Heather Lyle has been registered with Ameriprise Financial Services, LLC since February 20, 2015. Heather Lyle is licensed to provide investment advisory services and brokerage services. Heather Lyle's current certifications are Series 6, Series 7, Series 63 and Series 65. Heather Lyle provides financial planning and portfolio management services to individuals, families, and businesses. Heather Lyle also works with businesses on their retirement plans.
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.
Asset allocation services
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.
1
2
KS
02/20/2015 - Present
Ameriprise Financial Services, LLC (Hays KS)
KS
01/26/2005 - 02/27/2015
WADDELL & REED (HAYS KS)
IA
Issued 02/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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