Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Regan is a financial advisor with over five years of experience in the industry. Heather is currently registered with Franklin Distributors, LLC. Prior to joining Franklin Distributors, LLC, Heather was employed by PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Heather holds her Series 7 and SIE licenses.
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.
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.
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MA
07/02/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
04/30/2018 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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