Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rynasiewicz is a registered representative at &partners, a Nashville based investment firm. Heather has over 20 years of experience in the financial services industry. Heather is a Series 7 and Series 63 licensed advisor. She has also passed the SIE exam. Heather is a registered representative in the state of Missouri. Heather specializes in portfolio management for both businesses and individuals. Heather also provides financial planning and pension consulting services.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
11/13/2023 - Present
&partners (NASHVILLE TN)
MO
09/23/2021 - 08/09/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/07/2004 - 01/23/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
07/01/2003 - 07/06/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
03/21/2002 - 07/31/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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