Unclaimed
Heidi Marie Fletcher is an investment professional with over 20 years of experience in the financial services industry. Heidi is currently registered with Northland Securities, Inc., a firm based in Minneapolis, MN. Heidi has a strong track record of providing investment advice to individuals and institutions. Prior to joining Northland Securities, Inc., Heidi held positions at several other firms, including DST MARKET SERVICES, LLC, QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, THRIVENT INVESTMENT MANAGEMENT INC., and LUTHERAN BROTHERHOOD SECURITIES CORP. Heidi has passed several industry examinations, including the Series 6, Series 7, Series 24, Series 26, Series 52, Series 53, Series 66 and Series 99. Heidi is registered with the state of Minnesota and New York.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research 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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
MN
09/02/2014 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
MA
10/15/2013 - 08/20/2014
DST MARKET SERVICES, LLC (BOSTON MA)
MN
09/15/2006 - 06/27/2013
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
04/15/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
08/09/2004 - 02/18/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/09/2004 - 02/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/01/2002 - 07/01/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/10/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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