Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kramer is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the financial services industry since 2000. He holds the Series 66, SIE, and Series 7 securities licenses. Michael also has a registration in Wisconsin and Texas as a Registered Investment Advisor (RIA). His experience has included working with clients of all types, including individuals, businesses, and institutions. Michael is also active in the community, serving on the board of directors of the Mequon-Thiensville Chamber of Commerce and the City of Mequon Economic Development Board. He is dedicated to helping his clients achieve their financial goals.
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
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
10/02/2000 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MEQUON WI)
BOTH
Issued 10/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
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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