Heather A. Bellini
Professional summary
Heather Anne Bellini, CFA was a registered financial professional .
Heather is registered as a RR (Registered Representative) and started their career in finance in 1992. Heather had worked at 7 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 86, Series 87, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 15, 2026 - Present
Office #1: 810 7th Ave 24th Floor, New York, NY 10019Office #2: 810 7th Ave 24th Floor, New York, NY 10019
June 6, 2011 - January 27, 2021
GOLDMAN SACHS & CO. LLC
August 11, 2009 - June 1, 2011
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC
April 8, 2003 - July 9, 2009
UBS SECURITIES LLC
August 19, 1999 - April 2, 2003
CITIGROUP GLOBAL MARKETS INC.
July 11, 1997 - April 15, 1999
LEHMAN BROTHERS INC.
March 17, 1992 - September 11, 1995
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 99TO
Passed: 9/15/2026
Operations Professional ExaminationSeries 7TO
Passed: 10/10/2022
General Securities Representative ExaminationFINRA
Current firm
No current employment
Red Flags
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