Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rebecca Heron is a financial advisor who has been in the industry since 2009. She currently works with Wellth Advisory Services, LLC. Prior to joining Wellth Advisory Services, LLC, Heather Rebecca Heron worked with Commonwealth Financial Network, LPL Financial LLC and Dunham & Associates Investment Counsel, Inc.. Heather Rebecca Heron offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
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2
IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
TX
09/17/2013 - 10/18/2021
COMMONWEALTH FINANCIAL NETWORK (Austin TX)
TX
11/02/2012 - 10/10/2013
LPL FINANCIAL LLC (AUSTIN TX)
CA
06/23/2009 - 10/12/2012
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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