Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Pennington Akred is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Heather has been in the financial industry since 1994. Heather holds licenses to provide financial advice and products in numerous states. Heather has a commitment to providing clients with a personalized financial plan and investment strategies tailored to their 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
07/14/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRONTENAC MO)
MO
04/08/2010 - 05/06/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 05/06/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
TX
07/19/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
06/08/2010 - 01/06/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
10/12/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Heather Akred is the right advisor for you? Invested Better is here to help.
