Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather McDaniel is an investment advisor representative registered with Equitable Advisors, LLC. Heather has been active in the securities industry since 2017, holding registrations in 14 states and licenses to provide investment advice. Heather has completed Series 6, 7, 63, 65, and SIE exams and is a managing partner of GEM WEALTH LLC. Heather works out of the Addison, TX office of Equitable Advisors, LLC. She specializes in a variety of financial planning services, including portfolio management for businesses and individuals. Heather is also a marketing director for the LPGA Amateur Golf Association.
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.
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TX
09/12/2024 - Present
Equitable Advisors, LLC (ADDISON TX)
IA
Issued 10/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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