Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Heck is an investment advisor representative who is currently registered with Focus Financial. Robert has been in the industry since March 2021, and has passed the Series 7TO, SIE, and Series 66 exams. Robert previously worked at the Minneapolis Police Department, Stearns County Sheriffs Office, Target Field, US Bank Stadium, Denison Parking, Focus Financial Network Inc., Royal Alliance Associates Inc, OSAIC WEALTH, INC., and FOCUS FINANCIAL. Robert specializes in the areas of Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Focus Financial provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has over 100 licensed agents and investment advisor representatives. They have over $5 billion in assets under management and have a client count of over 50.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
05/19/2021 - Present
Focus Financial (MINNEAPOLIS MN)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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