Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Ward Oster is a financial advisor with Rockefeller Financial LLC. Heather has been in the financial services industry since 2007 and has a strong track record of providing comprehensive financial planning and investment advice to her clients. Heather is committed to helping individuals and families achieve their financial goals and is dedicated to building long-lasting relationships with her clients. Prior to joining Rockefeller Financial, Heather worked at PIMCO Investments LLC and Mutual of America Life Insurance Company. Heather is a Series 6, 7TO, 63 and SIE licensed advisor.
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.
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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NY
01/19/2023 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
11/19/2021 - 01/19/2023
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
11/05/2007 - 07/26/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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