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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Glover Stevenson has been in the financial services industry since July 7, 1984. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since October 2009. John has previously worked with several firms, including BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC., BANKBOSTON INVESTOR SERVICES, INC., BAYBANKS BROKERAGE SERVICES, INC., H. C. WAINWRIGHT & CO., ADVEST, INC., FIDELITY BROKERAGE SERVICES, INC., and FIDELITY DISTRIBUTORS CORPORATION. John is licensed to provide investment advice in Connecticut and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
09/18/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/02/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
09/11/2000 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
MA
11/02/1996 - 10/10/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NA
06/13/1990 - 11/02/1996
BAYBANKS BROKERAGE SERVICES, INC.
NY
01/11/1989 - 05/16/1990
H. C. WAINWRIGHT & CO. (NEW YORK NY)
NA
03/26/1986 - 01/19/1987
ADVEST, INC.
NA
02/15/1984 - 03/07/1986
FIDELITY BROKERAGE SERVICES, INC.
NA
06/02/1982 - 02/15/1984
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/01/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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