Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Povlick is a financial advisor with over 20 years of experience in the industry. Heather is currently registered with Private Client Services, LLC in Overland Park, Kansas and has been with the firm since April 2018. Heather's prior experience includes roles at Cambridge Investment Research, Inc. and The O.N. Equity Sales Company, both in Overland Park. Heather holds the Series 6, 7, 26, and 63 licenses and the SIE exam. Heather specializes in providing financial planning services, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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.
1
2
KS
04/25/2018 - Present
Private Client Services, LLC (Overland Park KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
04/15/2002 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
FL
06/02/1998 - 12/04/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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