Heather Halas, financial advisor Amherst NY
93 score

Heather Halas

CRD Number: 5631981
Current Firm: Mutual Of Omaha Investor Services, Inc.

Heather Halas (CRD# 5631981) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Amherst, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Amherst, NY Apr 2015 - Current 1
Mutual Of Omaha Williamsville, NY Jul 2008 - Current 8
Lake Shore Savings Bank E. Amherst, NY Jun 2007 - Jun 2010 3
Ub Cfa Amherst, NY Oct 2004 - Jul 2008 3
Quality Markets Fredonia, NY Apr 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Heather M. Halas
Phone Number: 402-351-5770
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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