Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Heitzman is a financial advisor registered with LPL Financial LLC. Mary has been in the industry since 2020 and has experience with a variety of financial institutions. Mary has earned the Certified Financial Planner designation. Mary's current registrations are with LPL Financial LLC and the state of Michigan.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
LPL Financial LLC (Conklin MI)
MI
09/22/2022 - 03/13/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GRANDVILLE MI)
MI
08/31/2020 - 10/17/2022
CETERA ADVISOR NETWORKS LLC (GRANDVILLE MI)
BC
Issued 11/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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