Unclaimed
John Hunter Tillotson is a financial professional with over 35 years of experience in the industry. John is currently registered with Stifel, Nicolaus & Company, Inc. and has a strong track record in providing comprehensive financial advice. John has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc., and possesses a wide range of knowledge and expertise. John's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles. In addition to providing financial advice, John is actively involved in the community as a board member for the Optimist Club of St Paul and the St. Paul Friend of Youth Foundation.
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
MN
04/05/2019 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
06/01/2009 - 03/26/2019
MORGAN STANLEY (ST.PAUL MN)
MN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST.PAUL MN)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
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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