Heidi L. Stenberg
Professional summary
Heidi Lynn Stenberg, who also goes by Heidi Lynn Oiland, Heidi Lynn Stenberg, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.
Heidi is registered as a RR (Registered Representative) and started their career in finance in 2001. Heidi has worked at 4 firms and has passed the SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Heidi Lynn Stenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2019 - Present
SYMETRA SECURITIES, INC.
Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153June 7, 2016 - July 23, 2019
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
July 31, 2007 - July 23, 2019
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
April 2, 2001 - July 27, 2007
SIGNATOR FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
SYMETRA SECURITIES, INC.
CRD#: 739 / SEC#: , 8-13470
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SYMETRA FINANCIAL CORPORATION | OWNER | |
| BALKOVETZ, CHANTEL LEE | DIRECTOR | 2490011 |
| DIMITRI, DAVID MICHAEL | SECRETARY | 4806001 |
| DOW, SHANEN LYNN | ASSISTANT TREASURER | 7676848 |
| ELLIS, COURTNEY LYNN | CHIEF OPERATING OFFICER | 5460601 |
| FARRELL, ANDREW MICHAEL | PRESIDENT, DIRECTOR | 4463467 |
| HANSON, COLLEEN | ASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL | 7271134 |
| MURPHY, COLLEEN MARY | DIRECTOR | 4842602 |
| NORBERG, KRISTIN ROUST | VICE PRESIDENT | 7033021 |
| OBERDECK, ANDREW A | ASSISTANT SECRETARY | 8015633 |
| OTTO, JOSEPHINE R | ASSISTANT SECRETARY | 8015301 |
| RABIN, KEVIN WILLIAM | DIRECTOR | 7033042 |
| SANDERS, BARBARA ANN | CHIEF COMPLIANCE OFFICER | 2206030 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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