Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Palmer Ward is a financial advisor at Stifel, Nicolaus & Company, Inc. John has been in the industry since 1980. John has Series 7 and Series 63 licenses and holds the SIE designation. John has worked at Stifel, Nicolaus & Company, Inc. since 2009 and previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. John provides financial advice to individuals, businesses, and retirement plans. John also works with charitable organizations and pooled investment vehicles. John provides financial planning, portfolio management, pension consulting, and educational seminars.
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
OR
10/05/2009 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
01/01/2008 - 10/06/2009
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
06/30/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
NA
10/24/1980 - 07/01/1983
HAMMERBECK AND COMPANY, INC.
BC
Issued 10/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
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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