Steven Heger is a registered investment advisor, based in Rockville, MD, with 42 years of industry experience.
Location
1445 Research Blvd, Suite 340, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved with several entities, including A Pineapple Life (for tax/investment purposes only), HUB Retirement and Wealth Management (DBA for LPL business and as a registered investment advisor), Global Retirement Partners, LLC (providing investment advisory services, taking about half of Steven's time), HUB International (as an employee), and Raffa Retirement Services (DBA for LPL business). He dedicates minimal time to A Pineapple Life.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Massachusetts Mutual Life Insurance CompanyBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations18 states
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