Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Oakland, CA 94607
Kenny Heller is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities to develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of services including equity compensation, personal retirement planning, portfolio management, liquidity management, tax minimization, retirement income, and LGBT wealth planning. Kenny also offers access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Kenny holds a Bachelor's Degree from San Jose State University and has earned the Personal Investment Advisor (PIA) designation. He has one year of experience at Merrill Lynch Wealth Management and is new to the industry. His approach emphasizes working closely with clients to address their goals, concerns, and questions, providing ongoing advice as their needs evolve.
Bank of America, N.A
2024 - Present (2 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2023 - 2024 (1 year)
Northwestern Mutual Investment Services LLC
2023 - 2024 (1 year)
Northwestern Mutual Life Insurance Company
2023 - 2024 (1 year)
Wells Fargo
2021 - 2023 (2 years)
Guaranteed Rate
2020 - 2021 (1 year)
Wells Fargo
2016 - 2020 (4 years)
Opes Advisors
2016 - 2016 (1 year)
Wells Fargo
2015 - 2016 (1 year)
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