Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Heard is a financial advisor with Ameritas Advisory Services, LLC. Robert has over 25 years of experience in the financial services industry. Robert has held various roles in the industry, including Vice President at Estate & Business Planning Group and President at Jeff Heard and Associates, Inc. Robert is a licensed insurance agent and holds Series 6, 7, 63, and 65 licenses. Robert specializes in financial planning, portfolio management, and pension consulting. Robert works with a variety of clients, including individuals, businesses, and charitable organizations.
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.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (ALTAMONTE SPG FL)
DE
02/23/2001 - 02/27/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
04/11/1997 - 03/08/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/11/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/03/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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