Grant G. Heller
Professional summary
Grant Garson Heller, who also goes by Randy Heller, is a registered financial professional currently at WAVECREST SECURITIES LLC located in Brentwood, Tennessee.
Grant is registered as a RR (Registered Representative) and started their career in finance in 1985. Grant has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Grant Garson Heller's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 7, 2013 - Present
WAVECREST SECURITIES LLC
Office #1: 205 Powell Place, Brentwood, TN 37027September 16, 2011 - November 8, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
May 7, 2010 - September 21, 2011
INTE SECURITIES LLC
September 27, 2006 - February 13, 2008
JOSEPH CAPITAL, LLC
November 21, 2003 - October 13, 2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
November 15, 2000 - November 28, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 3, 1999 - November 28, 2003
OSAIC FA, INC.
June 1, 1998 - November 28, 2003
OSAIC FA, INC.
February 17, 1993 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
April 9, 1985 - January 26, 1993
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/19/2019)
(10/10/2023)
Exams
FINRA
Current Firm
WAVECREST SECURITIES LLC
CRD#: 160135 / SEC#: , 8-69029
Contact information
FINRA licenses (12 States and Territories)
Red Flags
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