Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Davis is a registered representative with Stifel, Nicolaus & Company, Inc. John has been in the securities industry since 2020, and previously worked at Chapin, Davis. John holds a Series 66 license as well as a Series 7TO, Series 79TO and Series 24 license. John is also a registered investment advisor representative in the state of Maryland.
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
MD
06/26/2023 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
09/23/2020 - 06/22/2023
CHAPIN, DAVIS (BALTIMORE MD)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials 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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