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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 Van donge is a financial advisor with Stifel, Nicolaus & Company, Inc. John has been in the financial services industry since July 29, 1995 and has extensive experience in providing financial advice to individuals, families, and businesses. John offers a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning. John is also a registered representative with Stiefel. John is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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
CA
11/21/2014 - Present
Stifel, Nicolaus & Company, Inc. (SANTA BARBARA CA)
CA
08/26/1997 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
NJ
04/04/1990 - 01/16/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/20/1988 - 04/25/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1988
Series 3 - National Commodity Futures 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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