Unclaimed
Heather Hershberger is a financial advisor associated with Transamerica Capital, Inc. Heather is a registered representative with FINRA and a registered investment advisor representative with the state of Ohio. Heather has been in the financial industry since June 23, 2014. Heather holds the Securities Industry Essentials Examination (SIE) and the Series 6 - Investment Company Products/Variable Contracts Representative Examination. Heather was previously associated with OSAIC WEALTH, INC. and Woodbury Financial Services, Inc. Heather's current registration is with Transamerica Capital, Inc., which has an office located in Cedar Rapids, Iowa.
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.
1
2
IA
08/06/2024 - Present
Transamerica Capital, Inc. (CEDAR RAPIDS IA)
OH
01/19/2024 - 06/13/2024
OSAIC WEALTH, INC. (VIENNA OH)
OH
05/02/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VIENNA OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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