Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Torseth is a financial advisor who has been in the industry for over 8 years. Heather is currently registered with LPL Financial LLC and is licensed to provide investment advice in 52 states. Heather has previously been registered with Securities America, Inc., Citigroup Global Markets Inc. and BMO Harris Financial Advisors, Inc. Heather is a licensed representative of LPL Financial LLC and can provide financial planning services, investment management services, and retirement planning 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.
Consulting and other non-discretionary advisory services
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.
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IL
10/10/2022 - Present
LPL Financial LLC (CARY IL)
IL
02/23/2022 - 10/11/2022
SECURITIES AMERICA, INC. (SAINT CHARLES IL)
IL
09/20/2021 - 01/31/2022
CITIGROUP GLOBAL MARKETS INC. (ST. CHARLES IL)
IL
03/24/2021 - 09/11/2021
LPL FINANCIAL LLC (CRYSTAL LAKE IL)
IL
02/03/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CRYSTAL LAKE IL)
BOTH
Issued 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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