Robert Heller, AAMS®

VP - Sr. Financial Consultant

+1 303-335-1196

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 6, 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, BBVA, 2019-2021
  • Financial Consultant, Charles Schwab, 2012-2019
  • Investment Consultant, Charles Schwab, 2006-2012
  • Business Development, Charles Schwab, 1999-2005

Education

  • Pepperdine University Bachelors Degree

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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