Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Heintjes is a financial advisor at LPL Financial LLC. John has been in the financial industry since January 16, 2002. John has a broad range of experience in the industry having worked with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Coastal Trade Securities, LLC. John has several certifications and licensing including the Series 7, Series 63, Series 55, Series 66, and the SIE. John is registered in California, Connecticut, Florida, New Jersey, and New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
10/01/2019 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
05/06/2016 - 10/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
05/16/2013 - 05/09/2016
WELLS FARGO ADVISORS, LLC (WAYNE NJ)
NJ
05/05/2011 - 03/13/2013
COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)
NJ
10/20/2009 - 06/01/2010
ASSENT LLC (HOBOKEN NJ)
NY
10/30/2007 - 09/18/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
NJ
04/05/2006 - 10/24/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
IL
01/04/2005 - 04/05/2006
ASSENT LLC (BOLINGBROOK IL)
NY
09/05/2003 - 01/04/2005
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
10/30/2000 - 08/27/2003
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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