Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Kendziera is a financial advisor with Lion Street Financial, LLC. Heidi has been in the industry since 2000. Previously, Heidi was a financial advisor at J.P. Morgan Securities LLC, First Republic Securities Company, LLC, UBS Financial Services Inc., Oppenheimer & Co. Inc., and Saxony Securities, Inc. Heidi is licensed to sell securities in Illinois and Washington.
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.
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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2
TX
08/14/2024 - Present
Lion Street Financial, LLC (AUSTIN TX)
CA
09/29/2023 - 08/01/2024
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
04/29/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
05/13/2011 - 05/10/2016
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
08/25/2008 - 05/17/2011
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
MO
09/12/2007 - 09/03/2008
SAXONY SECURITIES, INC. (ST. LOUIS MO)
MO
01/03/2003 - 04/14/2005
SAXONY SECURITIES, INC. (ST. LOUIS MO)
WI
11/07/1997 - 12/31/2002
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
BC
Issued 09/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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