Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Metcalf is a financial advisor with PFG Advisors in Springfield, Oregon. Heather has been in the financial industry since 2014 and holds both Series 66 and Series 63 licenses. Heather is registered to provide investment advice in Oregon, California, Colorado, Florida, Nevada, and Washington. Heather specializes in providing financial planning and investment advice to individuals, families, and businesses. Heather is also experienced in working with pension plans and charitable organizations. Heather is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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
OR
09/18/2020 - Present
PFG Advisors (Springfield OR)
OR
09/04/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SPRINGFIELD OR)
OR
09/23/2019 - 09/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EUGENE OR)
OR
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (SALEM OR)
OR
03/08/2017 - 02/26/2018
SCOTTRADE, INC. (SALEM OR)
OR
08/02/2016 - 02/08/2017
CUSO FINANCIAL SERVICES, L.P. (CORVALLIS OR)
TX
04/07/2014 - 08/11/2015
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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