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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 Calaman has been in the financial services industry since 1977. John Calaman is currently registered with Stifel, Nicolaus & Company, Inc. John Calaman's previous employers include MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., CREDIT SUISSE FIRST BOSTON CORPORATION, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, LEHMAN BROTHERS KUHN LOEB INCORPORATED, and E. F. HUTTON & COMPANY INC. John Calaman is a licensed Investment Advisor Representative. John Calaman is also licensed to provide Securities and Advisory services in several states.
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
NY
02/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
06/01/2009 - 11/02/2012
MORGAN STANLEY (NEW YORK NY)
NY
12/14/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/09/2001 - 12/10/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
01/23/1981 - 12/10/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
11/01/1978 - 02/22/1981
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
10/26/1977 - 10/14/1978
E. F. HUTTON & COMPANY INC
IA
Issued 06/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1977
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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