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Heather marie Quintero Dolce

Steward Partners Investment Advisory, LLC

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About Heather marie Quintero Dolce

Heather Marie Quintero Dolce is a financial advisor with over 20 years of experience in the industry. Heather Marie is currently registered with Steward Partners Investment Advisory, LLC. Heather Marie Dolce has also worked with several other firms in the past including Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Heather Marie Dolce is a Series 7, Series 63, Series 65, Series 3 and Series 9 and Series 10 licensed advisor.

Firm Information

Heather marie Dolce is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.

$20.43B

Assets Under Management

21,758

Total Clients

356

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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fixed fees

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

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percentage of assets

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

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Heather marie Dolce’s Registration & Firm History

NJ

03/18/2024 - Present

Steward Partners Investment Advisory, LLC (MULLICA HILL NJ)

PA

08/13/2012 - 06/06/2022

WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)

PA

06/01/2009 - 09/05/2012

MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)

PA

09/05/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)

MO

06/12/2002 - 09/05/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NY

08/22/2000 - 04/30/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MD

03/02/2000 - 08/21/2000

DB ALEX. BROWN LLC (BALTIMORE MD)

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Licenses & Designations

IA

Issued 9/8/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/21/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 9/23/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2003

Series 3 - National Commodity Futures Examination

BC

Issued 3/1/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather marie Quintero Dolce.
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