linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Joseph Heaney

Latitude Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Joseph Heaney

John Joseph Heaney is a financial advisor with Latitude Advisors, LLC. John has been in the industry since April 18, 2000. John is registered to provide investment advice in Florida and New Hampshire. John also holds Series 6, 63, 65, and 26 licenses and has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. John has previously worked at Medallions Investment Services, Inc. and Waddell & Reed, Inc.

Firm Information

John Heaney is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Heaney’s Registration & Firm History

FL

02/05/2010 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NH

01/11/2006 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (LACONIA NH)

KS

04/14/2000 - 01/18/2006

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if John Joseph Heaney is right for you?

Licenses & Designations

IA

Issued 12/09/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Heaney.
Not sure if John Joseph Heaney is right for you?