Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stoken is a registered representative and investment advisor representative with IHT Wealth Management LLC. John has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice and investment solutions. John holds the Series 7, 31, 63, and 65 licenses. John is a licensed investment advisor representative in Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, Missouri, New York, and Pennsylvania. John specializes in retirement planning, college savings, and estate planning.
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.
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.
Financial planning fees
1
2
IL
09/07/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
12/11/2017 - 09/04/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/19/2006 - 12/15/2017
CHARLES SCHWAB & CO., INC. (NORTHBROOK IL)
IL
07/22/2004 - 07/05/2006
MORGAN STANLEY DW INC. (NORTHBROOK IL)
IL
04/28/2004 - 06/30/2004
NORTH STAR INVESTMENT SERVICES, INC. (CHICAGO IL)
MO
08/05/2000 - 10/30/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/14/1998 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 05/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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