Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Heilner is a financial advisor with WT Wealth Management, LLC, located in Scottsdale, AZ. John has over 20 years of experience in the financial industry, providing financial advice and wealth management services to individuals, families, and businesses. John is registered with the Securities and Exchange Commission (SEC) and is a Registered Representative (RR) of WT Wealth Management, LLC. John has a strong background in financial planning and investment management, and is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuities
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.
A percentage of the total value of assets under management is charged.
Fees for educational seminars
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2
AZ
07/01/2016 - Present
WT Wealth Management, LLC (SCOTTSDALE AZ)
AZ
05/08/2015 - 02/26/2016
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
09/16/2013 - 09/24/2013
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
AZ
11/22/2011 - 02/09/2012
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
AZ
07/14/2000 - 03/24/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
CO
12/15/1999 - 07/05/2000
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
03/23/1999 - 12/09/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
05/19/1998 - 02/24/1999
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
CA
11/24/1997 - 05/22/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
02/12/1997 - 10/03/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/08/1994 - 10/04/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
12/07/1993 - 05/16/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 05/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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