Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marshall Nelson is a financial professional registered with Stifel, Nicolaus & Company, Inc. John's professional experience includes a focus on investments and advisory services. John is experienced with multiple investment areas including equities, fixed income, and mutual funds. John holds the Series 86, 87, and SIE licenses. John holds a current FINRA registration and has been actively involved in the financial services industry since June 10, 2024.
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
MO
06/11/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 06/10/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/08/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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