Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Shook has been a financial professional since 1985 and is currently a registered representative with Lifemark Securities Corp.. Previously, John worked with Foresters Equity Services, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, Kovack Securities Inc., Washington Square Securities, Inc., PMG Securities Corporation, LifeUSA Securities, Inc., Legacy Financial Services, Inc., AEGON USA Securities Inc., and Pruco Securities Corporation. John holds Series 6, 63, 26 and 65 licenses. John Stephen Shook has a strong focus on offering financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
10/10/2019 - Present
Lifemark Securities Corp. (Ocala FL)
FL
01/03/2011 - 11/12/2018
FORESTERS EQUITY SERVICES, INC. (OCALA FL)
FL
08/01/2008 - 12/10/2010
NATIONWIDE SECURITIES, LLC (OCALA FL)
FL
07/27/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (OCALA FL)
FL
08/21/2002 - 05/16/2007
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
CT
01/09/2002 - 08/23/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IL
11/09/2000 - 12/31/2001
PMG SECURITIES CORPORATION (ELGIN IL)
MN
02/10/2000 - 11/08/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
CA
04/01/1996 - 12/31/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
03/11/1993 - 03/29/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NJ
03/05/1985 - 02/03/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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