Unclaimed
Heather Carreiro is a financial professional with experience in the financial services industry. Heather holds the Series 6, Series 6TO, and Series 26 licenses. Heather is currently registered with Clarendon Insurance Agency, Inc. Heather has previously worked at Prudential Annuities Distributors, Inc.. Heather is currently registered with FINRA and has been in the industry since 2009.
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.
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.
1
2
MA
02/15/2024 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
CT
12/11/2009 - 11/07/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BC
Issued 10/16/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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