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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 Peter Heslin is an Investment Advisor Representative associated with The Colony Group, LLC. John is located in Albany, NY and has been in the industry since 2004. John holds Series 63, 65 and 7 licenses and has expertise in various areas of financial planning and investment management. John has worked with both individuals and businesses and specializes in various areas of financial planning and investment management including portfolio management, financial planning, pension consulting and selection of other advisors. John has experience with clients including individuals, high net worth individuals, corporations, trusts, pension plans, and charitable organizations. In addition to John's work with The Colony Group, LLC, John has experience working with Bullard McLeod & Associates, Inc., Tradition Capital Management, LLC, and Atlas Private Wealth Management, LLC.
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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NY
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
NJ
08/18/2004 - 03/15/2005
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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