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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 Raymond Lisowski is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Pittsburgh, Pennsylvania. John has been in the financial services industry since 1981 and has experience in both investment advisory and brokerage services. John is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds Series 7, Series 5, and Series 63 licenses. John is also a registered investment advisor in Pennsylvania and holds a Series 65 license. John's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, 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
PA
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
04/29/2002 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
NY
12/10/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
01/28/1995 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/28/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
CT
03/18/1985 - 04/19/1991
ADVEST, INC. (HARTFORD CT)
NA
09/30/1981 - 02/15/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 01/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
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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