Unclaimed
John Michael Stollmeyer is a financial advisor registered with Raymond James & Associates, Inc. John has been in the industry since September 1994 and is licensed to advise in 28 states. John is also licensed to advise in Indiana and Texas through his affiliation with Raymond James & Associates. In addition to his work as an advisor, John is also a partner in Elite Soccer Training in Fishers, Indiana. John's experience and expertise help individuals, families, and businesses 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.
Please see note in schedule d - miscellaneous
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
IN
02/16/2017 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
06/01/2009 - 03/22/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
09/09/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
IA
Issued 09/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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