Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Sites is a registered representative with Stifel, Nicolaus & Company, Inc. John has been in the securities industry since May 2001. John is licensed in Tennessee and has passed the Series 7, Series 24, Series 63, and Series 86 exams. John has been with Stifel, Nicolaus & Company, Inc. since June 2015. Prior to that, John was employed with Sterne, Agee & Leach, Inc. and Morgan Keegan & Company, Inc..
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
TN
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (NASHVILLE TN)
TN
04/02/2009 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NASHVILLE TN)
TN
01/16/2001 - 12/02/2008
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
BC
Issued 01/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/13/2001
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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