Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Duckworth is a financial professional with over 20 years of experience in the financial services industry. Heidi currently works at Tiaa-Cref Individual & Institutional Services, LLC, where Heidi is a Registered Representative. Heidi has previously held positions at Wells Fargo Advisors, LLC, RBC Capital Markets, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Heidi holds several licenses and certifications, including the Series 7, Series 24, and Series 66 licenses. Heidi is passionate about helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
09/10/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MECHANICSBURG PA)
PA
05/10/2013 - 08/11/2014
WELLS FARGO ADVISORS, LLC (LANCASTER PA)
PA
08/11/2009 - 05/31/2013
RBC CAPITAL MARKETS, LLC (LANCASTER PA)
PA
12/02/2002 - 08/12/2009
WELLS FARGO ADVISORS, LLC (LANCASTER PA)
MN
10/18/2000 - 11/08/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 11/08/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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