Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Locastro is a financial advisor with Fidelity Personal And Workplace Advisors. Heidi has over 20 years of experience in the financial services industry. Heidi has been registered with the SEC since 2000. Heidi has passed the Series 6, 7, 9, 10, 24, 26, 51, 63, and 66 exams. Heidi is a licensed advisor in 53 states. Heidi has a passion for helping clients achieve their financial goals. Heidi offers financial planning services, educational seminars, portfolio management for individuals and businesses. Heidi also works with clients who are looking for a fiduciary advisor.
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.
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.
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.
1
2
MD
12/14/2022 - Present
Fidelity Personal AND Workplace Advisors (CATONSVILLE MD)
MD
07/12/2021 - 10/31/2022
PNC INVESTMENTS (BALTIMORE MD)
MD
12/11/2017 - 07/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
03/25/2017 - 10/16/2017
MML INVESTORS SERVICES, LLC (ELKRIDGE MD)
MD
02/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
01/01/2004 - 01/15/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BALTIMORE MD)
NY
10/10/2000 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
AZ
06/26/2000 - 09/18/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/08/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Heidi Locastro is the right advisor for you? Invested Better is here to help.
