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Heather C

Series 65, Series 63

Albemarle, NC

First Citizens Investor Services, Inc.

Heather Coley is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Coley has been with First Citizens Investor Services since 2023 and has been employed at First Citizens Bank and Trust since 2006. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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