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Heather Renee Wellman

Pruco Securities, LLC

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About Heather Renee Wellman

Heather Wellman is a financial professional registered with Pruco Securities, LLC in Springfield, Illinois. Heather has been in the financial services industry since 2023. Heather is Series 63 and Series 7TO licensed. She has experience working with individuals, high net worth individuals, corporations and trusts.

Firm Information

Heather Wellman is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Compensation from lpl enterprise, llc

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Heather Wellman’s Registration & Firm History

IL

05/12/2023 - Present

Pruco Securities, LLC (Springfield IL)

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Licenses & Designations

BC

Issued 03/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Renee Wellman.
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