Unclaimed
John Bradley Stillwagon has been in the financial services industry since July 25, 1994. John is currently registered with Alexander Investment Services Co. as an Investment Advisor Representative. John has been with the firm since 2012. John is also registered as a broker-dealer with the firm. John has a strong history of working with a variety of clients, including individuals, high-net-worth individuals, pensions, and profit-sharing plans. John's primary focus is providing financial planning and portfolio management services. John provides financial planning services to clients of Alexander Investment Services Co. John's previous employers include AMERICAN FUNDS DISTRIBUTORS, INC. and PUTNAM MUTUAL FUNDS CORP.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
10/05/2022 - Present
Alexander Investment Services Co. (LOUISVILLE KY)
CA
07/14/1998 - 03/23/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
MA
04/18/1994 - 04/16/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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