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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 Woeste is a financial advisor at Stifel Independent Advisors, LLC. John has been in the industry since 2000, and has a broad range of experience. John is registered with the state of Ohio as both a broker and an investment advisor. John holds the Series 7, Series 31, Series 63, and Series 65 licenses. John also has a strong background in financial planning and insurance.
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.
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2
OH
10/22/2009 - Present
Stifel Independent Advisors, LLC (KETTERING OH)
OH
03/10/2003 - 11/05/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
NY
02/16/2000 - 01/10/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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