Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Heideman is a financial advisor who has been in the industry since April 10, 1983. Steven is currently registered with Osaic Wealth, Inc. in West Des Moines, IA. Steven has been associated with the firm since November 2, 2018. Prior to joining Osaic Wealth, Inc., Steven was associated with Signator Investors, Inc., Transamerica Financial Advisors, Inc, Princor Financial Services Corporation, and Locust Street Securities, Inc.. Steven is licensed to provide financial advice in multiple states, including Alabama, California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Maryland, Minnesota, Mississippi, Missouri, Nebraska, New York, Oregon, Pennsylvania, Virginia, and Washington. Steven has passed multiple exams, including the Uniform Securities Agent State Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination, General Securities Representative Examination, Direct Participation Programs Representative Examination, and Investment Company Products/Variable Contracts Representative Examination.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
11/02/2018 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WEST DES MOINES IA)
IA
01/16/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DES MOINES IA)
IA
01/26/1996 - 01/20/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
04/11/1983 - 02/05/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 12/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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