Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Rae Nidetch is a financial advisor with LPL Enterprise, LLC. Heather is a CERTIFIED FINANCIAL PLANNER™ professional. Heather has over 16 years of experience in the financial services industry. She specializes in providing financial advice and investment management services to individuals, businesses, and families. Heather is licensed in Florida, New York, and Texas. She is also registered with the Securities and Exchange Commission.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
11/14/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
FL
04/08/2022 - 03/08/2023
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
NY
04/10/2018 - 03/14/2022
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
04/16/2015 - 04/11/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW CITY NY)
NY
06/29/2012 - 04/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/14/2008 - 07/02/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
02/21/2007 - 09/19/2007
CANTOR FITZGERALD & CO. (NEW YORK NY)
IA
Issued 09/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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