Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Heil is a financial advisor with Oppenheimer & Co. Inc. Stephen has been a financial advisor for over 30 years. Stephen's experience includes working with Morgan Stanley and LPL Financial LLC. Stephen is registered with the state of Illinois and Missouri. Stephen has a diverse background of experience including working with corporations and individuals. Stephen's investment philosophy is to provide tailored financial advice to meet individual needs.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
12/06/2022 - Present
Oppenheimer & Co. Inc. (ALTON IL)
IL
08/30/2013 - 01/19/2021
MORGAN STANLEY (SHILOH IL)
IL
04/12/2002 - 09/25/2013
LPL FINANCIAL LLC (EDWARDSVILLE IL)
NY
01/09/1997 - 04/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/11/1996 - 01/03/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/10/1995 - 12/19/1996
FFG INVESTMENTS INC.
NE
02/23/1995 - 12/31/1995
AMERITRADE, INC. (OMAHA NE)
MO
09/08/1992 - 02/15/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
12/24/1991 - 09/24/1992
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
NJ
05/22/1989 - 01/19/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/22/1989 - 01/19/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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