Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Heffel is a financial advisor in Bellevue, Washington. John Michael Heffel is a registered investment advisor with Fortis Capital Management LLC. John Michael Heffel has been in the financial services industry since 2015. John Michael Heffel has passed the Series 66, SIE, and Series 7 exams. John Michael Heffel specializes in investment management, financial planning, and educational seminars. John Michael Heffel has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. John Michael Heffel is a Certified Financial Planner. John Michael Heffel previously worked at UBS Financial Services Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Net worth based percentage of value
1
2
WA
08/13/2018 - Present
Fortis Capital Management LLC (BELLEVUE WA)
WA
09/29/2015 - 06/13/2018
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Heffel is the right advisor for you? Invested Better is here to help.
