Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Heckenkamp is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. John has been working in the financial industry since 1991 and has been registered with the Securities and Exchange Commission (SEC) since 1992. John holds Series 7, 22, and 63 securities licenses, and a Series 65 investment advisor license. John is also a registered investment advisor in California and Texas. John has experience working with high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. John provides a variety of financial services, including investment consulting, financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Wells Fargo Advisors Financial Network, LLC in 2019, John worked for Wells Fargo Clearing Services, LLC for 20 years.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/05/2021 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
07/16/1999 - 10/17/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
12/22/1992 - 07/14/1999
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
CA
08/22/1991 - 12/04/1992
PACIFIC CAPITAL PARTNERS, INC. (LA JOLLA CA)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure John Heckenkamp is the right advisor for you? Invested Better is here to help.
