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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 Flayderman is a financial professional with over 30 years of experience in the industry. John is currently registered with Stifel, Nicolaus & Company, Inc. Previously, John was registered with Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. John's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. John is also a registered Investment Advisor in the state of New Jersey and 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
NJ
11/08/2023 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
11/17/2008 - 11/15/2023
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NJ
04/02/2007 - 11/20/2008
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
11/12/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
NY
08/28/1993 - 11/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
06/11/1992 - 09/28/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1992
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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