Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Purdy is a financial advisor with Stifel, Nicolaus & Company, Inc. based in LAKE FOREST, IL. Michael has been in the financial industry since 1984. Michael is registered with FINRA and is licensed to sell securities in 27 states. Michael specializes in working with high-net-worth individuals, corporations, and other businesses. Michael's services include financial planning, portfolio management, and educational seminars.
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
IL
09/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
NA
12/07/1990 - 01/01/1991
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MA
08/16/1988 - 12/13/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
08/18/1986 - 08/01/1988
BEAR, STEARNS & CO. INC.
NA
03/19/1985 - 07/29/1986
BLUNT ELLIS & LOEWI INCORPORATED
NA
04/18/1984 - 03/21/1985
FRANCIS MANZO & COMPANY, INCORPORATED
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
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
Not sure Michael Purdy is the right advisor for you? Invested Better is here to help.
