Unclaimed
Heather Henderson is an investment advisor representative associated with Edward Jones. Heather has been in the industry for 2 years. Heather is registered with the state of Illinois as both a broker-dealer and investment advisor. Heather is also registered with the state of Texas as both a broker-dealer and investment advisor. Heather's current firm is Edward Jones, which is located in St. Louis, Missouri. Edward Jones is a large firm that has approximately $10 billion to $50 billion in assets under management. They have over 27,895 clients and over 19,832 licensed agents. They offer a variety of services, including financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
IL
12/13/2023 - Present
Edward Jones (NAPERVILLE IL)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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