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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 Stevenson is a financial advisor with Cetera Investment Advisers LLC, licensed in Florida and Texas. John has over 9 years of experience in the financial services industry. John's prior experience includes working at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Regions Bank. John has a strong background in providing financial advice and investment management services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/11/2023 - Present
Cetera Investment Advisers LLC (PANAMA CITY BEACH FL)
FL
01/22/2018 - 09/18/2023
EDWARD JONES (Miramar Beach FL)
FL
06/27/2014 - 06/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DESTIN FL)
FL
12/02/2011 - 07/01/2014
WELLS FARGO ADVISORS, LLC (DESTIN FL)
BOTH
Issued 02/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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