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Heather Ilacqua

Fidelity Brokerage Services LLC

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About Heather Ilacqua

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.

Firm Information

Heather Ilacqua is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Heather Ilacqua’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Heather Ilacqua.
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