Kenichiro
Heller
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kenichiro Heller is a financial advisor based in Oakland, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenichiro has previously held positions at Wells Fargo, Guaranteed Rate, Opes Advisors, Guild Mortgage Company, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Kenichiro has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kenichiro is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Oakland, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kenichiro Heller Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Wells Fargo
Guaranteed Rate
Wells Fargo
Opes Advisors
Wells Fargo
Guild Mortgage Company
Disclosures
Please visit the SEC profile of Kenichiro Heller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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