Heidi
Wade
Usi Securities, Inc
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About this Advisor
Heidi Wade is a financial advisor based in Chicago, Illinois, working with Usi Securities, Inc. Heidi has previously held positions at Lincoln Financial, Lincoln Financial Advisors, Hunter Benefits Consulting Group, Kestra Financial, Inc, Gallagher Benefit Services, Inc, Triad Advisors Inc, Gallagher Fiduciary Advisors, LLC, Usi Consulting Group, and Usi Securities. Heidi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Heidi is part of Usi Securities, Inc, which operates out of Chicago, Illinois. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
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Usi Securities, Inc Brokerage Details
24
Investment Advisory Services
- Selection of other advisers
Heidi Wade Work History
Usi Consulting Group
Usi Securities
Triad Advisors Inc
Gallagher Fiduciary Advisors, LLC
Kestra Financial, Inc
Gallagher Benefit Services, Inc
Hunter Benefits Consulting Group
Lincoln Financial Advisors
Lincoln Financial
Disclosures
Please visit the SEC profile of Heidi Wade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Usi Securities, Inc
Cincinnati, OH
Blue Bell, PA
Minneapolis, MN
Glastonbury, CT
Glastonbury, CT
Phoenix, AZ
Fort Lauderdale, FL
Glastonbury, CT
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