Heather Miller-TokarzCRD Number: 5274497
Current Firm: Ameriprise Financial Services, Inc.
Heather Miller-Tokarz (CRD# 5274497) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Virginia Beach, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Ameriprise Financial Services||Virginia Beach, VA||Jan 2007 - Current||10|
|Stella Gourmet Pizza||Virginia Beach, VA||Sep 2006 - Current||10|
|The Lucky Star Restaurant||Virginia Beach, VA||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV