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Heidi Kirstin Rowan

Allstate Financial Services, LLC

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About Heidi Kirstin Rowan

Heidi Rowan is a financial professional with over 18 years of experience in the industry. Heidi is registered with the state of Oregon and Washington as a Registered Representative. Heidi is associated with Allstate Financial Services, LLC. The firm's main office is located in Happy Valley, Oregon.

Firm Information

Heidi Rowan is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Heidi Rowan’s Registration & Firm History

OR

11/23/2004 - Present

Allstate Financial Services, LLC (Happy Valley OR)

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Licenses & Designations

BC

Issued 02/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Kirstin Rowan.
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