Unclaimed
Heather Ilacqua is a financial advisor with over 20 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC. Heather holds Series 3, 7, 24, 51, 63, and 65 licenses. She has previously worked at TIAA-CREF, Wachovia Capital Markets, LLC, BANC of America Investment Services, Inc., BACAP Distributors, LLC, BANC of America Securities LLC, and Stephens Inc. Heather has a proven track record of providing comprehensive financial advice to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NC
05/26/2022 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NC
11/22/2006 - 01/12/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
06/16/2005 - 11/06/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MA
10/02/2003 - 06/08/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
07/29/2003 - 03/29/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
12/19/2001 - 08/07/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
AR
05/09/2001 - 12/21/2001
STEPHENS INC. (LITTLE ROCK AR)
MA
05/04/1999 - 05/10/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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