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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 Stelman is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Shelby Twp, MI. John has over 27 years of experience in the financial services industry. John is also a Certified Financial Planner and has a Series 7, Series 24 and Series 63 license. John works with individuals, families, and businesses to help them reach their financial goals. John is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. John's previous experience includes roles at LPL Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Solicitation fees from 3rd party money managers
1
2
MI
05/07/2021 - Present
Cambridge Investment Research Advisors, Inc. (Shelby Twp MI)
MI
11/13/2009 - 07/11/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Shelby Twp MI)
MI
06/18/1999 - 11/25/2009
LPL FINANCIAL CORPORATION (LAKE ORION MI)
MN
08/31/1994 - 06/29/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1994 - 06/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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