Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNamee is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the securities industry since 1999. Michael is registered to provide investment advice in 54 states and jurisdictions. Michael's previous employers include Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Commerce Brokerage Services, Inc., Signator Investors, Inc., TD Waterhouse Investor Services, Inc., PFIC Securities Corporation, Quick & Reilly, Inc., Walnut Street Securities, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., and Copeland Equities LLC. Michael has earned the following licenses and certifications: Series 6, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, and Series 63. Michael also holds the SIE license. Michael provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Michael's areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisors. Michael's goal is to help clients achieve their financial goals through a personalized approach. Michael is committed to providing clients with the highest level of service and expertise.
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
MO
06/14/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
12/17/2014 - 05/29/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
02/01/2008 - 03/20/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
09/16/2005 - 02/14/2008
COMMERCE BROKERAGE SERVICES, INC. (ST. LOUIS MO)
MA
07/22/2005 - 09/19/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NE
02/19/2003 - 06/30/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TN
08/09/2002 - 02/07/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
04/29/2002 - 08/22/2002
QUICK & REILLY, INC. (NEW YORK NY)
CA
02/12/2002 - 05/13/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
12/01/2001 - 02/08/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
03/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
09/08/1999 - 03/28/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 06/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1999
Series 6 - Investment Company Products/Variable Contracts 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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