Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heaven? Claim Your ProfileHeaven Rose French is a financial advisor in Iowa City, IA. Heaven has been working in the financial services industry since June 2020. Heaven is registered with the state of Iowa and holds the Series 7TO, Series 66 and SIE licenses. Heaven works with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Heaven's current firm is Cetera Investment Advisers LLC, where Heaven has been working since August 2023. Heaven was previously registered with Securian Financial Services, Inc. and CRI Securities, LLC. Heaven's professional experience includes working with North Star Resource Group, Walmart, Den Hartog, Iowa Lakes Community College, University of Iowa, Uber Eats, and Hy-Vee.
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.
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
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (IOWA CITY IA)
IA
06/16/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (IOWA CITY IA)
IA
06/16/2020 - 10/27/2021
CRI SECURITIES, LLC (IOWA CITY IA)
BOTH
Issued 9/3/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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