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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lindsey is a financial advisor based in Houston, TX. Heather has been working in the financial industry since April 1998. Heather is currently registered with Crossmark Global Investments, Inc. Heather's previous employment was with Invesco Distributors, Inc. Heather has passed numerous industry exams including the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Principal Examination, the Municipal Fund Securities Principal Examination, the Investment Company Products/Variable Contracts Principal Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination. Heather holds a Series 6, 7, 24, 26, 51, 63 and 66 license. Heather is registered with the state of Texas as an Investment Advisor Representative (IAR) for Crossmark Global Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/21/2021 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
TX
10/11/1996 - 03/06/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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