Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nanette? Claim Your ProfileNanette Soileau Heggie is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 29 years of experience in the financial industry. Nanette specializes in providing financial planning, investment management and retirement planning services to individuals, families and businesses. Nanette has earned the Certified Financial Planner designation and holds several licenses, including Series 7, Series 63, Series 65, Series 9, and Series 10. Nanette is registered to provide investment advice in Alabama, Louisiana, and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
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2
LA
11/08/2011 - Present
Raymond James Financial Services Advisors, Inc. (LAFAYETTE LA)
LA
05/06/1994 - 03/27/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
IA
Issued 05/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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