Unclaimed
John Angelo Catanzaro is a financial professional with over 40 years of experience in the financial services industry. John currently works at Stifel, Nicolaus & Company, Inc. in WHITE PLAINS, NY. Prior to this, John was with CITIGROUP GLOBAL MARKETS INC. in MOUNT KISCO, NY. John is registered to provide investment advice and securities brokerage services in various states.
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.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (WHITE PLAINS NY)
NY
02/08/1993 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
01/04/1988 - 02/12/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
12/26/1986 - 01/12/1988
GLICKENHAUS & CO. - NEW JERSEY
NA
09/15/1982 - 12/26/1986
LISS TENNER & GOLDBERG SECURITIES CORPORATION
IA
Issued 04/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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