Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Venrick is a financial advisor with LPL Financial LLC. Heather has been in the industry since 2001 and has a strong background in securities and investment advisory services. She holds Series 7 and 66 licenses, as well as a Series SIE designation. Heather works with a variety of clients, including individuals, families, businesses, and retirement plans. She also provides financial planning, portfolio management, and consulting services. Heather is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Heather previously worked at First Southeast Investor Services, Inc. and Wachovia Securities, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/23/2015 - Present
LPL Financial LLC (BLUFFTON SC)
SC
04/24/2003 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (HILTON HEAD ISLAND SC)
MO
10/31/2001 - 02/03/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
09/08/2000 - 06/29/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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