Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heikki? Claim Your ProfileHeikki Rouvinen is a financial advisor at LPL Financial LLC. Heikki has been in the industry since 2000. Heikki has been registered with LPL Financial LLC since January of 2019. Heikki's previous employers include UBS International Inc., UBS PaineWebber Inc., and Waddell & Reed, Inc. Heikki holds a Series 7, Series 6, Series 63, and Series 66 licenses. Heikki specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Heikki is also involved in other investment-related business activities, including real estate sales and mortgage/real estate services through North Oaks Realty, LLC. Heikki is dedicated to providing his clients with the highest quality financial advice and services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/02/2023 - Present
LPL Financial LLC (WHITE BEAR LAKE MN)
NY
06/03/2002 - 10/09/2002
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
12/22/2000 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
KS
01/25/2000 - 01/29/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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