Charley Zane Heard

Current Employers

Employment History

• 06/1996 → 09/2025
  Avantax Investment Services, Inc.
  Highlands Ranch, CO
• 11/1996 → 09/2025
  Avantax Advisory Services
  Highlands Ranch, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Castle Pines, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-01-01 → 2025-09-05
  Avantax Advisory Services
  Highlands Ranch, CO
  Castle Pines, CO

Other Businesses

1) Heard Financial Solutions~'NIR'~1745 Shea Center Dr, Ste 400~Highlands Ranch~CO~80129~Tax Preparation/Accounting~Sales Associate/Executive~7/1/2002~60hrs~60hrs~Tax Preparation/Accounting| 2) HAMLET HOMEOWNERS ASSOCIATION POSITION: Administrative Assistant NATURE: I collect Homeowner Association Dues from residents and make deposits in the HOA bank account.I pay the HOA bills by writing and signing checks on the HOA's bank account.I am a full-time resident of the Hamlet Homeowner's Association. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8181 Monarch Blvd, Suite 62, Castle Pines CO 80108, United States DESCRIPTION: I collect Homeowner Association Dues from residents and make deposits in the HOA bank account.I pay the HOA bills by writing and signing checks on the HOA's bank account.I am a full-time resident of the Hamlet Homeowner's Association. I assist the HOA Board in developing their operating budget.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-06

Other Names

• Charley Zane Heard