Robert Heller
Robert Heller is a registered investment advisor at MML Investors Services, LLC, based in Scottsdale, AZ, with 32 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4900 North Scottsdale Road, Suite 4000, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Robert is an independent insurance agent with Heller Financial Services, selling disability, fixed annuities, life/accident/health, long-term care, and P&C insurance products since 2009. He is also the owner/member of Heller Financial Services LLC, managing day-to-day operations and client relationships, which is a full-time commitment.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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