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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cyril Burkhardt is an investment advisor representative with Stifel, Nicolaus & Company, Inc. John has over 30 years of experience in the financial services industry. He is a registered representative in Arizona, California, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. John is also a registered investment advisor in New Jersey and Texas. John has a broad range of experience, including portfolio management for individuals, businesses, and pooled investment vehicles. He also provides financial planning services. John is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NJ
05/01/2023 - Present
Stifel, Nicolaus & Company, Inc. (HADDONFIELD NJ)
NJ
11/07/2008 - 05/10/2023
WELLS FARGO CLEARING SERVICES, LLC (DELRAN NJ)
NJ
06/05/2007 - 11/10/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MARLTON NJ)
NJ
04/25/2002 - 06/05/2007
RYAN BECK & CO. (MARLTON NJ)
NY
04/19/1995 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/19/1994 - 04/27/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
01/23/1990 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
BOTH
Issued 10/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
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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