Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McShane is a financial advisor at Stifel, Nicolaus & Company, Inc. John has been in the securities industry since March 9, 1997, and has a broad range of experience and expertise in financial planning, portfolio management, and municipal securities. John holds the Series 63, Series 53, Series 7, Series 52, Series 50, and SIE licenses. John is committed to providing personalized financial guidance to help individuals and families 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
PA
05/16/2022 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
06/23/2008 - 05/26/2022
BOENNING & SCATTERGOOD, INC. (Carnegie PA)
PA
09/01/2006 - 06/25/2008
FERRIS, BAKER WATTS INCORPORATED (PITTSBURGH PA)
PA
03/10/1997 - 09/01/2006
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1997
Series 52 - Municipal 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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