linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heidi Lynn Wingate

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heidi? Claim Your Profile

About Heidi Lynn Wingate

Heidi Wingate is a financial professional with over 22 years of experience in the industry. Heidi is currently registered with Fidelity Brokerage Services LLC, a well-known and reputable firm. Heidi has held previous positions with Regal Securities, Inc., SunTrust Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Heidi's expertise covers a wide range of financial products and services.

Firm Information

Heidi Wingate is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heidi Wingate’s Registration & Firm History

RI

08/12/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

FL

09/06/2006 - 07/06/2022

REGAL SECURITIES, INC. (FORT MYERS FL)

FL

08/31/2005 - 08/30/2006

SUNTRUST INVESTMENT SERVICES, INC. (CAPE CORAL FL)

IL

09/11/2000 - 09/02/2005

REGAL SECURITIES, INC. (GLENVIEW IL)

MN

06/27/2000 - 12/13/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/27/2000 - 12/13/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Heidi Lynn Wingate is right for you?

Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2004

Series 4 - Registered Options Principal Examination

BC

Issued 12/18/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Heidi Lynn Wingate.
Not sure if Heidi Lynn Wingate is right for you?