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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 Bish is an Investment Advisor Representative with Stifel Independent Advisors, LLC, specializing in financial planning, portfolio management, and pension consulting. John has been in the securities industry since July 24, 2001 and is registered in 22 states. John has a long history of experience in the financial industry, having worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated prior to joining Stifel Independent Advisors. John is also an adjunct professor of finance at Wilmington University and a board member for American Paradigm Schools. John's expertise and experience make him a valuable resource for clients seeking financial advice and guidance.
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
MO
10/04/2021 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
PA
02/21/2006 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
MD
07/25/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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