Unclaimed
Stephen Heinen is a financial advisor with The Leaders Group, Inc. Stephen has been in the financial services industry since 1979. He has a diverse background, having previously worked with firms such as ING Financial Partners, Inc., General American Distributors, Inc., Metropolitan Life Insurance Company, MetLife Securities Inc., and Philadelphia Life Asset Planning Company.
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.
1
2
CO
01/02/2014 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TX
03/19/2004 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (FORT WORTH TX)
NY
12/03/2002 - 01/13/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
NY
05/13/1993 - 01/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/13/1993 - 08/15/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IN
10/23/1985 - 11/17/1992
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
04/16/1979 - 01/22/1985
CIGNA SECURITIES, INC.
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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