Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Allen Heath is a financial professional with over 30 years of experience in the industry. John currently works at MML Investors Services, LLC as a Registered Representative and Investment Advisor Representative. Previously, John worked for MSI Financial Services, INC., New England Securities, Charles Schwab & Co., INC. and New England Discount Brokerage, INC. John's experience includes a wide range of products and services including, financial planning, portfolio management, pension consulting, asset allocation programs and the selection of other advisors. John is licensed to provide investment advice in Connecticut, Maine, Massachusetts, New Hampshire, North Carolina, Rhode Island and Vermont.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
09/01/2006 - 01/02/2015
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
AZ
07/11/1990 - 07/24/2006
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NA
09/20/1988 - 05/18/1990
NEW ENGLAND DISCOUNT BROKERAGE, INC.
BC
Issued 08/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/1990
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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