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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Troiano is an investment advisor representative with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1985 and is registered in 37 states and two states in a resident capacity. John has held past positions with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. John holds the Series 63, 65, 7, 8, 9, and 10 licenses. John Paul Troiano specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NH
08/23/2022 - Present
Stifel, Nicolaus & Company, Inc. (PORTSMOUTH NH)
NH
01/01/2008 - 09/04/2009
WELLS FARGO ADVISORS, LLC (PORTSMOUTH NH)
NH
10/11/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTSMOUTH NH)
NY
04/23/1985 - 10/18/1988
MCLAUGHLIN, PIVEN, VOGEL INC. (NEW YORK NY)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
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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