Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Nicole Huntley is a registered representative with Wells Fargo Clearing Services, LLC. Heather has been in the financial services industry for over 10 years. Heather works with individuals, families, businesses, and charitable organizations to develop and implement comprehensive financial plans. Heather is committed to providing her clients with personalized service and a high level of expertise. Heather is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7, and Series 66 licenses. Heather is also registered with the states of Arizona, California, Indiana, Minnesota, South Dakota, Washington, and Wyoming.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
06/07/2021 - Present
Wells Fargo Clearing Services, LLC (SURPRISE AZ)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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