Heather Moir-Dangler is a ChFC-designated registered investment advisor, based in Honolulu, HI, with 35 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold.
Location
735 Bishop Street, Suite 433, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heather is an independent insurance agent for various companies since 1994 and spends minimal time on this. She is also an advisory representative of a RIA and owner of Moir Nextgen, LLC, an entity for securities-related income, and an author, spending no time on that activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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