Unclaimed
John Patrick Stillwagon is a financial advisor registered with Morgan Stanley. John has been in the industry since 1992 and is licensed in 38 states. John has a wide range of experience in the financial industry, including investment advisory and brokerage services. John is a Series 7, 31, and 65 licensed representative. He is also licensed as a Registered Representative. John has extensive experience in working with high-net-worth individuals, corporations, investment companies, charitable organizations, and insurance companies. He is committed to providing his clients with personalized financial advice and investment strategies to help them reach 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
02/11/2014 - Present
Morgan Stanley (Bloomfield Hills MI)
MI
12/13/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
NJ
03/10/1994 - 11/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/10/1992 - 02/28/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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