Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Nichole Twombly is a financial advisor with over 20 years of experience in the industry. Heather has been with MML Investors Services, LLC since 2017. Prior to that, Heather worked at MSI Financial Services, INC., New England Securities, MetLife Securities INC., MWA Financial Services INC., LINSCO/PRIVATE LEDGER CORP., Bangor Securities, INC., and McDonald Investments INC. Heather is a licensed investment advisor representative and holds the Series 66, Series 53, Series 24, SIE, and Series 7 licenses. Heather specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
04/06/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
04/06/2010 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
ME
10/15/2007 - 04/14/2009
METLIFE SECURITIES INC. (CUMBERLAND FORESIDE ME)
ME
08/13/2007 - 09/20/2007
MWA FINANCIAL SERVICES INC. (SOUTH PORTLAND ME)
ME
01/16/2007 - 03/30/2007
LINSCO/PRIVATE LEDGER CORP. (PORTLAND ME)
ME
03/12/2004 - 02/20/2007
BANGOR SECURITIES, INC. (PORTLAND ME)
OH
04/25/2001 - 08/01/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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