Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Bourne is a financial advisor with Stifel, Nicolaus & Company, Inc. He has been in the industry since 1986 and holds the Series 63, Series 65, Series 7, and SIE licenses. Malcolm has extensive experience working with individuals, families, businesses, and institutions. His previous affiliations include PaineWebber Incorporated, Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Blinder, Robinson & Co., Inc. Malcolm is registered in 26 states.
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
FL
01/24/2020 - Present
Stifel, Nicolaus & Company, Inc. (VERO BEACH FL)
NJ
05/18/1992 - 09/03/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/02/1990 - 05/27/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/15/1987 - 01/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/24/1986 - 12/15/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities 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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