Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Kate Rossitto is a financial advisor with LPL Financial LLC and has been in the industry for over 11 years. Heather is registered in Connecticut and South Carolina. Heather provides financial planning, portfolio management, and other services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. Her areas of specialization include investment management, retirement planning, and estate planning. Heather is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
09/19/2023 - Present
LPL Financial LLC (ELLINGTON CT)
CT
11/20/2015 - 09/11/2023
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
03/12/2012 - 11/16/2015
LPL FINANCIAL LLC (MANCHESTER CT)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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