Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Wineman is a financial advisor with LPL Financial LLC. Heather has been in the financial services industry since 2016 and has a background in both investment advisory and brokerage services. Heather is licensed to provide financial advice in Virginia and South Carolina and holds a Series 7, Series 66, and Series 99TO securities license. She is committed to providing comprehensive financial advice, including financial planning, investment management, and retirement planning. Heather has worked with a variety of clients, including individuals, families, and businesses. She is also experienced in working with clients who have a high net worth.
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.
1
2
SC
03/11/2024 - Present
LPL Financial LLC (FORT MILL SC)
VA
04/06/2017 - 08/07/2023
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
01/08/2016 - 03/24/2017
WELLS FARGO CLEARING SERVICES, LLC (CHRISTIANSBURG VA)
BOTH
Issued 03/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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