Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Wilson Smith is a registered investment advisor representative with Stonex Advisors Inc. Heather is a licensed investment advisor representative for the state of Alabama and also has a series 7, 63, and 65 license. Heather has been in the financial services industry since 2000 and has worked for Stonex Advisors Inc. since 2009. Heather offers a variety of financial services to her clients including financial planning, portfolio management, and educational seminars. She also serves as the President/Sole Member/Owner of Williams Wealth Management, LLC.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
AL
06/30/2016 - Present
Stonex Advisors Inc. (Prattvile AL)
AL
06/15/2005 - 10/16/2009
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
AL
03/23/2004 - 01/25/2005
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TN
09/07/2000 - 03/16/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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