Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Heffner is a financial advisor with over 30 years of experience in the industry. Jack is a Registered Representative and Investment Advisor Representative. Jack currently works with Trustmont Advisory Group, Inc. based in Greensburg, Pennsylvania. He is a Chartered Financial Consultant (ChFC®). Jack also holds the Series 6, Series 63, and SIE licenses. Jack has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Jack's primary focus areas include financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
01/04/2012 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
04/26/2002 - 08/08/2011
WOODBURY FINANCIAL SERVICES, INC. (WILLIAMSPORT PA)
IA
12/07/1994 - 05/07/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
10/19/1992 - 12/12/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
PA
04/29/1991 - 10/02/1991
BRYN MAWR INVESTMENT GROUP, INC. (ROSEMONT PA)
CT
05/11/1987 - 06/25/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/20/1986 - 12/19/1986
LINCOLN INVESTMENT PLANNING, INC.
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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