Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rene Sickler is a registered representative of Wells Fargo Clearing Services, LLC. Heather has been in the financial industry since January 21, 2009. Heather is registered with FINRA as a Series 7, Series 6, and Series 63 representative. Heather is also registered with the state of Florida as an Investment Advisor Representative. Heather has held previous positions with SunTrust Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Heather is dedicated to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
1
2
FL
08/02/2017 - Present
Wells Fargo Clearing Services, LLC (DUNEDIN FL)
FL
04/12/2012 - 01/26/2017
SUNTRUST INVESTMENT SERVICES, INC. (BAL HARBOUR FL)
FL
10/23/2009 - 06/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
10/09/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
IA
Issued 06/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2006
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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