Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Sontag is a registered Investment Advisor Representative (IAR) with Carlsbad Wealth Advisory Group, Inc. in Carlsbad, California. Heather has been in the financial services industry since 2012. Heather's primary focus is on financial planning and portfolio management for individuals and high-net-worth individuals. Heather also holds the Series 63 and Series 65 licenses.
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.
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
12/02/2019 - Present
Carlsbad Wealth Advisory Group, Inc. (CARLSBAD CA)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2019
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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