Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather McGolerick is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 25 years of experience in the financial services industry. Heather is registered in 21 states and the District of Columbia, and has a wide range of experience providing investment advice and financial planning to individual investors, families, 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.
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.
Investment consulting services to institutional clients
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.
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2
MD
07/09/2021 - Present
Wells Fargo Advisors Financial Network, LLC (POTOMAC MD)
DC
01/01/2008 - 07/08/2021
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
DC
08/21/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
MA
05/10/2006 - 08/14/2006
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
03/16/2000 - 04/19/2006
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
MD
07/23/1999 - 10/04/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
CT
02/28/1995 - 08/27/1998
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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