Unclaimed
Michael Nayfa is a financial advisor currently registered with Barrow Hanley Global Investors. Michael has been in the industry since 2002. Previously, Michael worked at NATEXIS BLEICHROEDER INC. and SIDOTI & COMPANY, LLC. Michael has passed the Series 7 and Series 63 exams. Michael is also a Chartered Financial Analyst (CFA). Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/08/2012 - Present
Barrow Hanley Global Investors (DALLAS TX)
TX
01/26/2005 - 07/21/2006
NATEXIS BLEICHROEDER INC. (HOUSTON TX)
NY
11/14/2002 - 01/03/2005
SIDOTI & COMPANY, LLC (NEW YORK NY)
BC
Issued 12/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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