Unclaimed
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 over 25 years of experience in the financial services industry. John is registered with Hightower Advisors, LLC. John has held previous roles with Sendero Securities, LLC, Northern Trust Securities, Inc., Baldwin Anthony Securities, Inc., Belmont Asset Management, Inc., and Northern Trust Securities, Inc. John is a Series 6, 7, 63 and 65 licensed advisor. John is currently registered as an investment advisor representative in the state of Texas.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/29/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
05/13/2013 - 11/11/2015
SENDERO SECURITIES, LLC (SAN ANTONIO TX)
TX
01/18/2012 - 04/16/2013
NORTHERN TRUST SECURITIES, INC. (DALLAS TX)
TX
09/27/2010 - 12/12/2011
BALDWIN ANTHONY SECURITIES, INC. (DALLAS TX)
TX
01/30/1996 - 08/04/2009
BELMONT ASSET MANAGEMENT, INC. (DALLAS TX)
IL
05/06/1994 - 06/26/1995
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 08/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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