linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Lee Ankstitus

United Capital Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Lee Ankstitus

Heather Lee Ankstitus is an Investment Advisor Representative associated with United Capital Financial Advisors, LLC. Heather Ankstitus is licensed to provide investment advice in Massachusetts. Heather Ankstitus has been in the industry since May 2014.

Firm Information

Heather Ankstitus is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-adviser for other investment advisers

Sub-adviser for other investment advisers

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Ankstitus’s Registration & Firm History

MA

06/16/2014 - Present

United Capital Financial Advisors (HOLYOKE MA)

Not sure if Heather Lee Ankstitus is right for you?

Licenses & Designations

IA

Issued 12/20/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Lee Ankstitus.
Not sure if Heather Lee Ankstitus is right for you?