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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 Leonard Mannix is a financial advisor with Harmony Wealth Partners in Boston, MA. John is a registered Investment Advisor representative with the state of Massachusetts and holds Series 63, Series 66, and Series 65 licenses. John has over 20 years of experience in the financial services industry. John has worked with a variety of clients, including individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
06/25/2024 - Present
Harmony Wealth Partners (BOSTON MA)
NE
09/17/2014 - 09/04/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
06/19/2006 - 10/13/2006
KAIZAN CAPITAL CORP. (SAN RAMON CA)
MD
05/30/2000 - 02/02/2004
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
WI
05/13/1999 - 02/23/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MA
01/15/1999 - 05/12/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
11/17/1998 - 05/12/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
01/20/1992 - 01/08/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
09/06/1991 - 01/02/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/06/1991 - 01/02/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/08/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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