Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Michelle Hart has been a registered representative since 2004. Heather has Series 7, 9, 10, 63, and 66 securities licenses and is registered to provide investment advice in Florida and Texas. Heather is currently employed by Fidelity Personal And Workplace Advisors and has been with the firm since 2007. Heather has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Heather provides financial planning services, conducts educational seminars, and selects other advisors. Heather is an active participant in the industry and has 18 years of experience. Heather is currently licensed as an Investment Advisor Representative (IAR) in both Florida and Texas.
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.
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.
1
2
FL
06/22/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
06/10/2004 - 09/10/2007
SCOTTRADE, INC. (WEST PALM BEACH FL)
BOTH
Issued 06/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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