Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Oliver is a financial advisor who has been active in the industry since December 30, 2000. She is currently registered with Oppenheimer & Co. Inc. and has been with the firm since October 2024. Heather has previously worked at several other firms, including LPL Financial LLC, PRIMEVEST FINANCIAL SERVICES, INC., MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY DW INC., TD WATERHOUSE INVESTOR SERVICES, INC., and VTR CAPITAL, INC. Heather has a strong background in securities and investment advisory services, holding a variety of licenses and certifications. Heather is also a Certified Financial Planner. She is registered to provide financial advice in a number of states including Florida, Alabama, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Illinois, Kansas, Maine, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington.
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.
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.
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2
FL
10/28/2024 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
FL
01/15/2010 - 08/31/2012
LPL FINANCIAL LLC (POMPANO BEACH FL)
FL
05/05/2008 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
10/24/2007 - 05/05/2008
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
04/02/2007 - 08/28/2007
MORGAN STANLEY & CO., INCORPORATED (FT. LAUDERDALE FL)
FL
10/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
NE
09/22/1997 - 04/14/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
05/13/1997 - 09/17/1997
VTR CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 10/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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