Unclaimed
John Clark Beynon is a financial advisor currently registered with Stifel Independent Advisors, LLC. John has been in the industry since 2001. John is also registered in Maryland and Texas. John has a Certified Financial Planner designation and holds Series 7 and 66 licenses. John has been previously registered with RBC Capital Markets, LLC, and Ferris, Baker Watts, 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.
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.
1
2
MO
10/10/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MD
03/13/2009 - 10/25/2022
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
02/07/2001 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HUNT VALLEY MD)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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