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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bennett Heustis is a financial advisor with Fidelity Personal and Workplace Advisors. John has been in the financial industry since 2012. John holds the following licenses and designations: Series 7, Series 63, Series 9, Series 10, Series 66, and SIE. John is registered to provide investment advisory services in 53 states and the District of Columbia. John works out of the Covington, Kentucky branch office of Fidelity Personal and Workplace 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.
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.
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.
1
2
KY
06/14/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 05/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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