Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rezab is a financial advisor with Stifel, Nicolaus & Company, Inc. Heather has been working in the financial services industry since 2014 and has experience working at other firms like Wells Fargo Advisors Financial Network, LLC and Larson Financial Securities, LLC. She is registered to provide investment advice in Minnesota and Texas. Heather is a licensed securities representative with Series 7 and Series 63 licenses and holds the Series 65 license for investment advisory services. She specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
09/08/2023 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
04/18/2022 - 09/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLYMOUTH MN)
MN
08/29/2017 - 03/28/2022
LARSON FINANCIAL SECURITIES, LLC (St. Louis Park MN)
MN
02/21/2014 - 02/14/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GOLDEN VALLEY MN)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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