Unclaimed
John Michael Stevens has been in the financial industry since February 19, 1974. John currently works for Hornor, Townsend & Kent, LLC, which is based in Ogden, UT. John holds a Series 63 license and has passed the Series 6, 7, 1 and SIE exams. John also holds a Chartered Financial Consultant designation. In addition to his role at Hornor, Townsend & Kent, LLC, John is also involved in several other businesses. He is a broker for Cambridge Financial Center and an insurance consultant for Sweetwater School District No. 1. John also owns J. Michael Stevens and Associates, an insurance brokerage. John is a member of the Kimball Condominiums Board of Directors.
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.
Trail commissions, distribution assistance fees
1
2
UT
05/31/2007 - Present
Hornor, Townsend & Kent, LLC (OGDEN UT)
NE
03/06/2000 - 09/19/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
05/13/1997 - 03/14/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
10/20/1980 - 05/14/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/20/1974 - 05/14/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Stevens is the right advisor for you? Invested Better is here to help.