Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony MacUkas is a financial advisor who has been in the industry since May 11, 2000. John is currently registered with Stifel, Nicolaus & Company, Inc. and has a Series 66, Series 7 and SIE license. John is a Certified Financial Planner and has experience working with individuals, businesses and high-net-worth clients. John has extensive experience working with clients in a variety of states. John is a strong advocate for community engagement and is a board member of the Museum of New Mexico Foundation.
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
NM
06/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (SANTA FE NM)
NM
05/12/2000 - 09/24/2020
UBS FINANCIAL SERVICES INC. (SANTA FE NM)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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