Unclaimed
Tamara Heinig is a financial advisor with over 20 years of experience in the financial services industry. Tamara is currently registered with Pruco Securities, LLC and has been with the firm since August 2024. Previously, Tamara was a financial advisor with Farmers Financial Solutions, LLC, VALIC Financial Advisors, Inc., AXA Advisors, LLC, UnionBanc Investment Services, LLC, BancWest Investment Services, Inc., VALIC Financial Advisors, Inc., Equity Services, Inc., Quest Capital Strategies, Inc., Allstate Financial Services, LLC, Park Avenue Securities LLC, and Morgan Stanley DW Inc. Tamara is licensed to provide financial advice in California.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
CA
10/24/2024 - Present
Pruco Securities, LLC (SHERMAN OAKS CA)
CA
09/30/2019 - 01/09/2024
FARMERS FINANCIAL SOLUTIONS, LLC (CANOGA PARK CA)
CA
08/08/2017 - 09/19/2019
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
11/01/2016 - 08/15/2017
AXA ADVISORS, LLC (WOODLAND HILLS CA)
CA
09/01/2015 - 10/20/2016
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
08/15/2014 - 09/10/2015
BANCWEST INVESTMENT SERVICES, INC. (VALENCIA CA)
CA
09/19/2012 - 08/07/2014
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
VT
06/11/2012 - 09/17/2012
EQUITY SERVICES, INC. (MONTPELIER VT)
CA
09/22/2010 - 10/31/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
05/10/2004 - 10/08/2008
ALLSTATE FINANCIAL SERVICES, LLC (LOS ANGELES CA)
NY
05/10/2004 - 05/25/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/15/2001 - 08/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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