Jeanne R. Heller
Professional summary
Jeanne Renee Heller, who also goes by Jeanne Rene Heller, is a registered financial professional currently at WESTPORT FINANCIAL SERVICES, L.L.C. located in Jacksonville, Florida.
Jeanne is registered as a RR (Registered Representative) and started their career in finance in 1993. Jeanne has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeanne Renee Heller's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 1995 - Present
WESTPORT FINANCIAL SERVICES, L.L.C.
Office #1: 4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129Office #2: 4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129February 3, 1994 - May 5, 1995
WESTPORT FINANCIAL SERVICES, INC.
November 24, 1993 - January 14, 1994
VOYA FINANCIAL PARTNERS, LLC
November 19, 1993 - November 24, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/23/2013)
(1/4/2008)
(1/6/2011)
(5/9/1995)
(2/28/2003)
(1/4/2008)
(12/11/2007)
(9/7/2005)
(6/26/2013)
(1/5/2006)
(2/12/2010)
(1/5/2006)
(3/2/2011)
(4/27/2010)
(1/5/2006)
(1/26/2010)
(2/11/2002)
(1/4/2008)
(11/1/2010)
(1/8/2010)
(1/5/2006)
(2/20/2013)
(7/3/2013)
(7/23/2013)
(6/17/2025)
(2/28/2003)
(7/1/2013)
(9/10/2010)
(2/4/2003)
(11/14/2003)
(11/6/2025)
(3/20/2013)
(2/11/2002)
(1/7/2002)
(11/10/2010)
(2/11/2002)
(2/1/2011)
(8/4/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
WESTPORT FINANCIAL SERVICES, L.L.C.
CRD#: 38449 / SEC#: , 8-48204
Contact information
FINRA licenses (46 States and Territories)
Documents
Red Flags
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Company Information
WESTPORT FINANCIAL SERVICES, L.L.C.
CRD#: 38449Jacksonville, FL 32256-6129TRUST BUT VERIFY
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