John
Heise
Atlas Fiduciary Services, Inc
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About this Advisor
John Heise is a financial advisor based in Concord, New Hampshire, working with Atlas Fiduciary Services, Inc. John has previously held positions at Massmutual Life Insurance Company, Mml Investors Services, Inc, Atlas Fiduciary Services, Inc, Cambridge Investment Research Advisors, Inc, and Cambridge Investment Research, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in New Hampshire. Currently, John is part of Atlas Fiduciary Services, Inc, which operates out of Concord, New Hampshire. The firm has 2 employees and manages assets totaling $253.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Atlas Fiduciary Services, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlas Fiduciary Services, Inc Brokerage Details
$253,644,953
2
151
$1,679,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Heise Work History
Atlas Fiduciary Services, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Massmutual Life Insurance Company
Mml Investors Services, Inc
Disclosures
Please visit the SEC profile of John Heise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlas Fiduciary Services, Inc
Concord, NH
Concord, NH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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