Unclaimed
John William Madison is a Registered Representative and Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. located in NASHVILLE, TN. John William Madison has been in the industry since September 26, 1996 and has been registered with Stifel, Nicolaus & Company, Inc. since July 12, 2019. Previously, John William Madison was registered with WELLS FARGO ADVISORS, LLC in SAN DIEGO, CA. John William Madison is licensed to provide services in 13 states, including Arizona, Arkansas, California, Kentucky, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, Utah and Washington.
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
TN
07/12/2019 - Present
Stifel, Nicolaus & Company, Inc. (NASHVILLE TN)
CA
05/21/2009 - 11/11/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
12/10/2008 - 05/22/2009
SOUTHWEST SECURITIES, INC. (SAN DIEGO CA)
CA
04/09/1997 - 01/07/2009
M.L. STERN & CO., LLC. (SAN DIEGO CA)
CA
09/27/1996 - 11/25/1997
CHASSE FINANCIAL INC. (SAN DIEGO CA)
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 22 - Direct Participation Programs 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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