Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eric Shirey is a financial advisor with over 25 years of experience in the industry. John has been registered with Stifel, Nicolaus & Company, Inc. since 2021 and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC. and OLDE DISCOUNT CORPORATION. John holds the Series 7, Series 31, Series 52, and Series 63 securities licenses, as well as the Series 65 investment advisor license. John is also a Certified Financial Planner.
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
TX
01/12/2021 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
10/23/2009 - 01/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
01/11/2021 - 01/11/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DALLAS TX)
TX
07/29/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
NY
03/13/1996 - 08/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
09/26/1995 - 01/26/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 52 - Municipal 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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