Elizabeth
Heeter
Equity Services, Inc
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About this Advisor
Elizabeth Heeter is a financial advisor based in Montpelier, Vermont, working with Equity Services, Inc. Elizabeth has previously held positions at Equity Services Inc, Village Cannery Of Vermont, Twincraft Skin Care, and Vermont Law. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Vermont. Currently, Elizabeth is part of Equity Services, Inc, which operates out of Montpelier, Vermont. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Heeter Work History
Equity Services Inc
Village Cannery Of Vermont
Twincraft Skin Care
Vermont Law
Disclosures
Please visit the SEC profile of Elizabeth Heeter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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