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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 Stoffere is a financial advisor at Ameriprise Financial Services, LLC, with over 30 years of experience in the financial services industry. John has a wide range of experience in the financial services industry, including experience as a principal. John is a registered representative and investment advisor representative, and has passed several industry exams, including Series 7, Series 24, Series 27, Series 51, Series 63, Series 66, Series 99TO and the SIE. John offers a variety of services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses. John has worked for multiple firms throughout his career. He has been with Ameriprise Financial Services, LLC since 2020. John is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/17/2008 - Present
Ameriprise Financial Services, LLC (Philadelphia PA)
MN
08/14/2002 - 01/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/14/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
03/16/2000 - 02/28/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
03/16/2000 - 02/28/2002
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NY
10/01/1999 - 02/28/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OR
06/15/1998 - 10/01/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
07/31/1997 - 05/13/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
10/10/1996 - 04/18/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MN
04/27/1995 - 07/18/1996
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
10/02/1992 - 05/22/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
NA
12/10/1993 - 06/28/1994
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
AZ
03/04/1992 - 10/02/1992
NORCROSS SECURITIES, INC. (PHOENIX AZ)
NA
03/20/1991 - 02/28/1992
CENPAC SECURITIES CORP.
NA
02/22/1990 - 03/06/1991
FINANCIAL EQUITIES RESOURCES, INC.
NA
09/07/1989 - 03/05/1990
BAILEY, MARTIN & APPEL, INC.
GA
09/09/1985 - 08/07/1989
PENN CENTER INVESTMENTS, INC. (ATLANTA GA)
NA
11/17/1983 - 08/19/1985
BROWN & COMPANY SECURITIES CORPORATION
NA
08/23/1983 - 10/20/1983
HERZFELD & STERN
BOTH
Issued 10/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 11/08/1989
Series 4 - Registered Options Principal Examination
BC
Issued 04/20/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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