Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stevens is a financial advisor with over 13 years of experience in the financial services industry. John is currently registered with LPL Financial LLC and has previously been registered with several other firms, including Commerce Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John specializes in helping individuals and families reach their financial goals through financial planning, investment management, and other advisory services. John is licensed to provide financial advice in several states, including Kansas, Missouri, Texas, and others.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
09/09/2023 - Present
LPL Financial LLC (PITTSBURG KS)
MO
11/05/2015 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (SPRINGFIELD MO)
MO
10/09/2014 - 10/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT LOUIS MO)
MO
02/19/2013 - 01/22/2014
CETERA INVESTMENT SERVICES LLC (SPRINGFIELD MO)
MO
10/26/2009 - 11/01/2012
EDWARD JONES (SPRINGFIELD MO)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Stevens is the right advisor for you? Invested Better is here to help.
