Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Heller is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC and holds Series 6 and 63 securities licenses as well as the SIE exam. David is also a licensed insurance agent and has been in the insurance industry since 1988. David has worked for several firms over the years including Tower Square Securities, Inc., Washington Square Securities, Inc., and John Hancock Distributors, Inc. David has experience providing a range of financial services to individuals, businesses, and institutions. David has a strong focus on financial planning, pension consulting, educational seminars, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
09/03/2003 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLAINVIEW NY)
CT
12/23/1999 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
02/18/1997 - 06/18/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/18/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/26/1994 - 11/19/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/26/1994 - 11/19/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
DE
08/13/1987 - 12/31/1993
PML SECURITIES COMPANY (NEWARK DE)
MA
06/30/1986 - 09/28/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 8/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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