Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Trudeau is a registered investment advisor representative with State Farm Investment Management Corp. Heather has been in the industry since August 2023 and holds licenses in Vermont and New Hampshire. Heather also works as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. In addition to her work at State Farm, Heather owns and operates Happy Hooves and Hens Homestead LLC, a hobby farm. Heather has a strong understanding of financial planning and investment strategies and can provide advice to individual clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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VT
10/10/2023 - Present
State Farm Investment Management Corp. (Newport VT)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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