John Stevenson

from Professional Wealth Management Services LLC
SEC regulated
Regulated Investment Advisor
John Stevenson is a financial advisor based in North Carolina, Statesville, with 30 years of experience. John currently works for Professional Wealth Management Services LLC. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Stevenson works at Professional Wealth Management Services LLC
Professional Wealth Management Services LLC is a financial advisory firm based in Statesville, North Carolina. It currently has approximately $107,183,678 of assets under management and employs about 4 people. Professional Wealth Management Services LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
211 South Center Street, Suite 417, Statesville, North Carolina, 28677

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