Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Eric Heinzman is a financial advisor with over 27 years of experience in the industry. Scott is currently registered with LPL Financial LLC, located at 40W188 Campton Crossing, Ste E, ST. CHARLES, IL 60175. Scott is also licensed to sell securities in Illinois. Scott holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Prior to joining LPL Financial LLC, Scott worked at several other financial firms, including MML Investors Services, Inc., NFP Securities, Inc., M Holdings Securities, Inc., Mutual Service Corporation, and TIAA-CREF Individual & Institutional Services, Inc.
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.
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2
IL
05/22/2008 - Present
LPL Financial LLC (ST. CHARLES IL)
IL
03/28/2006 - 11/30/2007
MML INVESTORS SERVICES, INC. (CHICAGO IL)
TX
03/09/2004 - 08/13/2004
NFP SECURITIES, INC. (AUSTIN TX)
OR
06/12/2000 - 08/18/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
07/10/1995 - 08/03/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
02/14/1990 - 09/22/1993
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
Issued 08/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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