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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Romanelli is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc.. Michael has been in the industry since 1995. Michael has experience serving a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael has a strong focus on providing comprehensive financial planning services. Michael holds the Series 7, Series 63, and Series 65 licenses. In addition, Michael has earned the Certified Financial Planner (CFP) designation.
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
NY
12/18/2019 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
01/01/2008 - 07/16/2009
WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)
NY
09/18/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
NY
11/07/1995 - 09/25/1997
KEDEM CAPITAL CORPORATION (MELVILLE NY)
IA
Issued 12/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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