Unclaimed
John Wesley Honeywell is a financial advisor with over 30 years of experience in the industry. John has been with Mariner Independent since 2024, providing financial advisory services through the firm. Prior to that, John worked with LPL Financial, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Morgan Stanley DW Inc. John holds a Series 7, Series 31, Series 63 and Series 65 license as well as the SIE exam. John specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. John also provides selection of other advisers and portfolio management for businesses.
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.
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.
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.
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2
CA
11/06/2024 - Present
Mariner Independent (Monterey CA)
CA
07/01/2003 - 07/22/2013
WELLS FARGO ADVISORS, LLC (CARMEL CA)
NY
11/15/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/20/1992 - 11/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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