Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Hennigh is a financial advisor with Osaic Wealth, Inc. Heather has been in the industry since 2010. Heather is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Heather has experience working for multiple firms including Woodbury Financial Services, Inc., Cetera Investment Services LLC, Raymond James Financial Services, Inc. and Capital One Investing, LLC. Heather helps clients with financial planning, insurance products and other financial planning needs.
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.
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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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (Houston TX)
TX
01/08/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Houston TX)
TX
07/24/2017 - 01/08/2021
CETERA INVESTMENT SERVICES LLC (KATY TX)
TX
12/05/2016 - 07/24/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSENBERG TX)
TX
01/08/2016 - 12/02/2016
CETERA INVESTMENT SERVICES LLC (ROSENBERG TX)
TX
01/02/2015 - 01/11/2016
CAPITAL ONE INVESTING, LLC (COLUMBUS TX)
TX
01/16/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (WHARTON TX)
TX
11/01/2010 - 05/09/2013
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
02/15/2010 - 10/05/2010
EDWARD JONES (LUBBOCK TX)
BOTH
Issued 02/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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