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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 G. Scott is a financial advisor with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1998. John is registered with FINRA and the state of North Carolina and Texas. John provides financial planning services to individuals, corporations, and pooled investment vehicles. John also offers portfolio management for businesses and individuals. John is a Certified Financial Planner and a member of the Greensboro College Investment Committee.
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
NC
03/06/2023 - Present
Stifel, Nicolaus & Company, Inc. (Greensboro NC)
NC
06/01/2009 - 02/28/2017
MORGAN STANLEY (GREENSBORO NC)
NC
08/25/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1998
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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