Unclaimed
John Geras Krimigis is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Washington, DC. John has been in the industry since 1994. John offers a variety of services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting. John has passed the Series 7, Series 31, Series 63, and Series 65 exams.
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
DC
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
DC
08/28/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
06/01/2009 - 09/05/2013
MORGAN STANLEY (WASHINGTON DC)
DC
06/21/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NA
12/17/1993 - 02/15/1994
F.N. WOLF & CO., INC.
IA
Issued 07/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Krimigis is the right advisor for you? Invested Better is here to help.