Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Zakian is a financial professional with over 10 years of experience in the industry. Heather is currently registered with J.p. Morgan Institutional Investments Inc. Heather has also previously held positions with Fidelity Brokerage Services LLC, Fidelity Distributors Company LLC, National Financial Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Heather has a Series 63, Series 55, Series 7, and SIE license.
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.
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.
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MA
04/12/2024 - Present
J.p. Morgan Institutional Investments Inc. (Boston MA)
MA
05/25/2022 - 02/13/2024
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
05/28/2019 - 04/07/2022
FIDELITY DISTRIBUTORS COMPANY LLC (BOSTON MA)
NJ
08/15/2014 - 04/15/2019
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NJ
08/15/2014 - 04/15/2019
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NJ
03/04/2013 - 12/18/2013
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
09/17/2009 - 07/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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