Tamara E. Heinig
Professional summary
Tamara Elise Heinig, who also goes by Tamara Elise Heinig, Tamara Elise Woodman, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Palmdale, California.
Tamara is registered as a RR (Registered Representative) and started their career in finance in 2001. Tamara has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Tamara Elise Heinig's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 1008 W Avenue M14 Ste C, Palmdale, CA 93551-1441November 14, 2024 - December 16, 2024
LPL ENTERPRISE, LLC
November 14, 2024 - December 16, 2024
LPL ENTERPRISE, LLC
October 24, 2024 - November 14, 2024
PRUCO SECURITIES, LLC.
August 13, 2024 - November 14, 2024
PRUCO SECURITIES, LLC.
September 30, 2019 - January 9, 2024
FARMERS FINANCIAL SOLUTIONS, LLC
August 9, 2017 - September 19, 2019
VALIC FINANCIAL ADVISORS, INC.
August 8, 2017 - September 19, 2019
VALIC FINANCIAL ADVISORS, INC.
November 1, 2016 - August 15, 2017
EQUITABLE ADVISORS, LLC
November 1, 2016 - August 15, 2017
EQUITABLE ADVISORS, LLC
September 2, 2015 - October 20, 2016
U.S. BANCORP ADVISORS, LLC
September 1, 2015 - October 20, 2016
U.S. BANCORP ADVISORS, LLC
August 15, 2014 - September 10, 2015
BANCWEST INVESTMENT SERVICES, INC.
August 15, 2014 - September 10, 2015
BANCWEST INVESTMENT SERVICES, INC.
January 24, 2013 - August 7, 2014
VALIC FINANCIAL ADVISORS, INC.
September 19, 2012 - August 7, 2014
VALIC FINANCIAL ADVISORS, INC.
June 11, 2012 - September 17, 2012
EQUITY SERVICES, INC.
September 22, 2010 - October 31, 2011
QUEST CAPITAL STRATEGIES, INC.
May 10, 2004 - May 25, 2004
PARK AVENUE SECURITIES LLC
May 10, 2004 - October 8, 2008
ALLSTATE FINANCIAL SERVICES, LLC
February 13, 2002 - August 6, 2003
MORGAN STANLEY DW INC.
August 15, 2001 - August 6, 2003
MORGAN STANLEY DW 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
(1/2/2025)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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