Unclaimed
John James Truemper is a financial advisor with Stephens. John has been in the industry since 1984 and has a diverse background, including experience with LINK INVESTMENT SERVICES, INC. and T. J. RANEY & SONS, INC. John is licensed to provide financial advice in Arkansas and Missouri. John holds the Series 63, Series 24, SIE, Series 50 and Series 7 licenses. John's areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
10/08/1991 - Present
Stephens (LITTLE ROCK AR)
NA
01/13/1995 - 09/23/1997
LINK INVESTMENT SERVICES, INC.
AR
05/04/1988 - 01/29/1990
STEPHENS INC. (LITTLE ROCK AR)
NA
03/08/1984 - 05/11/1988
T. J. RANEY & SONS, INC.
BC
Issued 02/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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