Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malinda? Claim Your ProfileMalinda Philbert is a financial advisor with Stifel, Nicolaus & Company, Inc. Malinda has been in the financial services industry since 1997. Malinda specializes in providing financial advice and investment management services for individuals, families, and businesses.
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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NY
05/23/2012 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
01/18/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
02/07/2005 - 01/23/2007
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
NY
10/20/1998 - 02/09/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/11/1997 - 04/06/1998
HRC SERVICES, INC. (GLEN HEAD NY)
NY
10/23/1995 - 12/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
02/23/1995 - 05/23/1995
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
12/15/1994 - 01/18/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
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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