Heather Wilbur (CRD# 5199618) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 7 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4176455
Morgan Stanley
CRD# 4418062
Alsworth Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Rochester, NY | Mar 2017 - Current | 7 |
| Metlife Securities | Elmira, NY | May 2016 - Current | 7 |
| Metlife Premier Client Group/tom Witmer | Elmira, NY | Mar 1999 - May 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- NY
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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