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Robert Heller

GT Securities, Inc.

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About Robert Heller

Robert Heller is a financial professional with over 30 years of experience in the industry. Robert is currently registered with GT Securities, Inc. in California and New York. Prior to joining GT Securities, Inc. Robert was associated with Independent Investment Bankers, Corp. Robert holds the Series 7, 24, 63, 79TO, and SIE licenses.

Firm Information

Robert Heller is currently registered with GT Securities, Inc.. GT Securities, Inc. is a Corporation formed on December 6, 2001, registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Heller’s Registration & Firm History

CA

08/31/2023 - Present

GT Securities, Inc. (LOS ANGELES CA)

TX

01/24/2022 - 08/25/2023

INDEPENDENT INVESTMENT BANKERS, CORP. (AUSTIN TX)

NY

10/09/2017 - 01/20/2022

GROWTH CAPITAL SERVICES, INC. (New York NY)

NY

06/27/2013 - 09/25/2017

PACE CAPITAL CORP. (NEW YORK NY)

NY

11/24/2010 - 12/20/2012

UBS SECURITIES LLC (NEW YORK NY)

NY

05/20/2003 - 10/22/2010

PACE CAPITAL CORP. (NEW YORK NY)

NY

09/26/1997 - 10/08/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

06/14/1995 - 09/08/1997

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

04/19/1988 - 04/12/1995

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Heller.
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