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John Heise
Certified Financial Planner @Cambridge Investment Research, Inc.
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WORK HISTORY
Certified Financial Planner @Cambridge Investment Research, Inc.
EDUCATION
Southern New Hampshire University
BS, Accounting
ABOUT JOHN HEISE
When a financial advisor has a fiduciary duty, which is the highest standard of client care, it means that they must always act in the beneficiary\'s best interest, even when it\'s in opposition to theirs. We at Atlas Fiduciary Services believe this is the best way to represent a client. Whether you are a trustee of a retirement plan or looking for individual wealth management we will always put your interests at the forefront of our recommendations. • I am registered representative and registered principal of, and offer securities and investment advisory services. Fee-based financial planning, investment advisory services and financial planning through Cambridge Investment ResearchAtlas Fiduciary Services, Inc. a Registered Investment Advisor. I am licensed to sell insurance in:[NH, MA, ME, RI, VT, CT]. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance. Atlas Fiduciary Services, Inc, Atlas Pension Administrators, Inc. and Atlas Financial Group, LLC are not owned or operated by Cambridge Investment Research, Inc.
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