Mary Heitzman is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-01-01 | present | Yes |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2022-09-22 | 2023-03-13 | — |