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Heidi J Wade

USI Securities, Inc.

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About Heidi J Wade

Heidi Wade is a financial professional with over 20 years of experience in the financial services industry. Heidi is currently registered with USI Securities, Inc., and holds Series 6, 63, 26, and 65 licenses. Heidi has a background in various financial services firms including Lincoln Financial Advisors, Kestra Investment Services, LLC, and Triad Advisors LLC. Heidi's experience spans providing investment advice and consulting services to a variety of clients. Heidi is committed to building long-lasting relationships with her clients and helping them achieve their financial goals.

Firm Information

Heidi Wade is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

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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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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other

Bundled consulting and advisory fees

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Heidi Wade’s Registration & Firm History

CT

05/09/2024 - Present

USI Securities, Inc. (GLASTONBURY CT)

IL

03/31/2022 - 01/23/2024

TRIAD ADVISORS LLC (Rolling Meadows IL)

IL

10/29/2020 - 03/31/2022

KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)

IN

04/25/2017 - 01/18/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 07/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi J Wade.
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