Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stirling? Claim Your ProfileStirling Heath is a financial advisor at LPL Financial LLC. Stirling has been in the financial services industry since 2013. Stirling is licensed to provide financial advice in California and Florida. Stirling is a Series 6, Series 7, Series 24, Series 63, and Series 65 licensed advisor. Prior to joining LPL Financial LLC, Stirling was with Allianz Life Financial Services, LLC, Carty & Company, Inc., and Jackson National Life Distributors 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.
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.
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2
CA
02/02/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
09/17/2018 - 01/15/2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
TN
05/29/2018 - 08/22/2018
CARTY & COMPANY, INC. (MEMPHIS TN)
CO
08/13/2013 - 04/13/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 04/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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