Unclaimed
Heidi Rowland is a financial advisor currently registered with Voya Investment Management Co. LLC. Heidi has been in the securities industry since September 1996. Heidi has worked for both Allianz Global Investors Distributors LLC and Nicholas-Applegate Securities LLC. Heidi specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/30/2022 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
CA
04/01/2010 - 10/04/2022
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN DIEGO CA)
CA
04/05/2004 - 04/19/2010
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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