Heather Lynn Willie
Professional Summary
Heather Lynn Willie, who also goes by Heather Lynn Brito, is a registered financial advisor currently at SENTRY EQUITY SERVICES, INC. located in Stevens Point, Wisconsin. Heather is registered as a RR (Registered Representative) and started their career in finance in 2010. Heather has worked at 4 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Heather Lynn Brito
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SENTRY EQUITY SERVICES, INC.
Contact Information
Main Address
1800 North Point Drive, Stevens Point, WI 54481Mailing Address
1800 North Point Drive, Stevens Point, WI 54481Phone Number
(715) 346-6000Established
Delaware since 05/09/1969Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (29 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2024About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2010About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Heather Lynn Willie's CRS (Customer Relationship Summary).
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