Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lieberman is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Morristown, NJ. Michael is a seasoned professional with over 30 years of experience in the financial services industry. Michael has held various positions at several firms, including Morgan Stanley and Wells Fargo Advisors, LLC. Michael's expertise lies in providing comprehensive financial advice to individuals, families, and businesses. He specializes in investment management, financial planning, and retirement planning.
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
NJ
02/27/2020 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
01/11/2013 - 03/02/2020
MORGAN STANLEY (SHORT HILLS NJ)
NJ
06/29/2007 - 01/14/2013
WELLS FARGO ADVISORS, LLC (FLORHAM PARK NJ)
NJ
03/28/2002 - 07/23/2007
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
03/09/2002 - 04/08/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
03/18/1997 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NJ
07/19/1996 - 05/16/1997
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
NY
01/13/1995 - 08/01/1996
SMITH BARNEY INC. (NEW YORK NY)
NJ
03/30/1988 - 01/20/1995
HALPERT AND COMPANY, INC. (MILLBURN NJ)
NA
12/24/1985 - 12/14/1987
PHILIPS, APPEL & WALDEN, INC.
NA
11/11/1985 - 12/04/1985
BROADCHILD SECURITIES CORP.
IA
Issued 09/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
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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