Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Heller is an investment advisor representative with Next Financial Group, Inc. based in Bethel Park, PA. Thomas has been in the securities industry since November 3, 1983. Thomas has passed the Series 6, 7, 63, and 66 exams, and the SIE exam. Thomas has a total of 7 approved state registrations, including Florida, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Thomas is also registered as an investment advisor representative in Pennsylvania. In addition to working as an investment advisor representative, Thomas also owns a tax preparation business and is an insurance agent.
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.
Seminar/workshop attendance fees
1
2
PA
03/21/2012 - Present
Next Financial Group, Inc. (BETHEL PARK PA)
GA
08/23/1984 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
11/01/1983 - 08/30/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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