Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hanna is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the industry since July 14, 1993. Michael has a broad range of experience in the financial services industry, with previous roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., and Charles Schwab & Co., Inc. Michael specializes in working with individuals, families, and businesses to develop and implement financial plans.
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
TX
01/29/2021 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
06/25/2010 - 02/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
11/19/2004 - 06/30/2010
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IL
10/22/2004 - 11/17/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
08/31/1999 - 05/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
12/14/1994 - 07/06/1999
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
09/03/1993 - 01/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/04/1992 - 09/02/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
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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