Jeanne R. Heller
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeanne Renee Heller, who also goes by Jeanne Rene Heller, was a registered financial professional .
Jeanne is a previously registered financial professional and started their career in finance in 1993. Jeanne had 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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 5, 1995 - March 2, 2026
WESTPORT FINANCIAL SERVICES, L.L.C.
February 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
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent 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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