Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gordon Heinlein is a financial advisor with The Colony Group, LLC based in Hunt Valley, Maryland. John has been a registered Investment Advisor representative in Maryland and Texas since June 4th, 2024. John's previous experience includes working with First Security Financial Advisors, Inc. in Dallas, Texas and American Express Financial Advisors Inc. in Minneapolis, Minnesota. John has a strong background in the financial services industry, having passed the Series 7 and Series 65 exams. John is committed to providing personalized financial advice and guidance to individuals and families.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MD
06/04/2024 - Present
THE Colony Group, LLC (Hunt Valley MD)
TX
03/31/1997 - 05/21/1997
FIRST SECURITY FINANCIAL ADVISORS, INC. (DALLAS TX)
MN
12/18/1992 - 11/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/18/1992 - 11/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
04/03/1995 - 04/11/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 11/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Heinlein is the right advisor for you? Invested Better is here to help.
