Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather McKinney is a financial advisor registered in Tennessee with Raymond James Financial Services Advisors, Inc. She has been in the financial services industry since 1993 and has experience working with a variety of clients including high-net-worth individuals, corporations, and institutions. Heather is a dedicated and knowledgeable advisor who is committed to providing her clients with personalized financial advice and investment management services to meet their unique needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
09/16/2013 - Present
Raymond James Financial Services Advisors, Inc. (KNOXVILLE TN)
TN
01/15/2010 - 05/10/2013
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
TN
03/28/2007 - 01/06/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
04/11/2005 - 03/15/2007
AMSOUTH INVESTMENT SERVICES, INC. (KNOXVILLE TN)
TX
01/29/2004 - 11/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
08/10/1993 - 12/04/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/21/1992 - 08/12/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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