Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Renee Christmann is a financial advisor who has been in the industry since April 20, 2009. Heather is currently registered with Regal Investment Advisors LLC in Kentwood, Michigan and has been with them since July 11, 2012. Heather has previously worked for Sagepoint Financial, Inc., and American Portfolios Financial Services, Inc. Heather has passed the Series 6, Series 63, Series 65, and SIE exams. Heather's specializations include 1, 2, 3, 4, 5, and 6. Heather's other business activities include being a registered investment advisor and producer for Regal Investment Advisors/Regal Financial Group, and an insurance agent for Insurmark.
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.
Third party fees
1
2
MI
07/11/2012 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
NY
02/02/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
MI
04/20/2009 - 02/04/2010
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
IA
Issued 07/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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