Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mark Holliday is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 26 years of experience in the financial services industry. John has a strong focus on providing financial planning and investment management services for individuals, businesses, and pooled investment vehicles. John is a Certified Financial Planner and holds a Series 7, Series 63, and SIE licenses. Prior to joining Stifel, Nicolaus & Company, Inc., John was with Sterne, Agee & Leach, Inc. and Stanford Group Company.
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
MS
11/12/2015 - Present
Stifel, Nicolaus & Company, Inc. (TUPELO MS)
MS
03/10/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (TUPELO MS)
MS
06/08/2006 - 03/11/2009
STANFORD GROUP COMPANY (TUPELO MS)
MS
05/05/1997 - 07/07/2006
FSC SECURITIES CORPORATION (TUPELO MS)
MA
08/23/1996 - 05/05/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
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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