Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Molloy is an investment advisor representative with Atfs Advisers in Round Hill, Virginia. Heather has been in the industry since September 2013 and has a strong track record of success. Her clients appreciate her personalized approach and her commitment to helping them achieve their financial goals. She is a Certified Financial Planner and a Personal Financial Specialist, and has a strong background in providing financial advice to individuals. Heather has a Series 7 and Series 63 license, and is registered to provide investment advice in Virginia. Atfs Advisers specializes in portfolio management for individuals and has a total of 18 clients.
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.
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.
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CA
09/18/2024 - Present
Atfs Advisers (LOS ANGELES CA)
VA
02/01/2018 - 11/12/2018
HD VEST INVESTMENT SERVICES (Aldie VA)
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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