Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McAtee is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm that manages assets in the range of $1 billion to $10 billion. John has over 39 years of experience in the financial services industry. John is registered with FINRA, and is a registered representative of Stifel, Nicolaus & Company, Inc., which is a broker dealer. John provides financial planning services, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. John is also registered as an investment advisor in the state of Texas.
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.
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2
MO
01/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (FESTUS MO)
MO
01/01/2008 - 11/04/2020
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
12/15/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FESTUS MO)
MO
04/08/1998 - 12/16/1998
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
MO
09/05/1991 - 04/14/1998
MCATEE INVESTMENT SERVICES, INC. (FESTUS MO)
TX
07/21/1988 - 09/09/1991
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
04/18/1985 - 07/26/1988
FIRST AFFILIATED SECURITIES, INC.
NA
06/22/1983 - 02/22/1985
EDWARD D. JONES & CO., L.P.
BC
Issued 07/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/21/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/15/1993
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/05/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
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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