Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Heller is an investment advisor representative at MML Investors Services, LLC, based in Fort Lauderdale, FL. Jason has been in the financial services industry for over 20 years and has a broad range of experience serving individual clients, corporations, and charitable organizations. Jason is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/07/2011 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
07/07/2006 - 10/07/2010
PARK AVENUE SECURITIES LLC (MIAMI FL)
NY
07/22/2003 - 06/12/2006
HAZARD & SIEGEL, INC. (DEWITT NY)
MA
04/26/2001 - 07/18/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/26/2001 - 07/18/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/11/2000 - 03/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2000 - 03/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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