Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Clute has been in the financial services industry since 1981. She is a financial advisor and a Certified Financial Planner who offers financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Heidi is registered with LPL Financial LLC and has office locations in South Burlington, Vermont; Plattsburgh, New York; and Port St. Lucie, Florida. Previously, Heidi was affiliated with American General Securities Incorporated and USLIFE Equity Sales Corp.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
01/22/2007 - Present
LPL Financial LLC (SOUTH BURLINGTON VT)
AZ
10/01/1997 - 04/27/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
07/03/1985 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
10/31/1981 - 09/20/1985
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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