Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Battistelli is a financial advisor associated with Stifel, Nicolaus & Company, Inc. Michael has been in the securities industry since May 19, 2004. Michael is registered to provide investment advice and securities in Pennsylvania and Texas. In addition to Michael's work as an advisor, Michael is a board member of the Lebanon Community Library and Chairman of the Board of the Lebanon Valley Economic Development Corp. Michael is a member of the Finance Committee at St. Paul the Apostle Church and a Board Director for the Lebanon County Library District Board.
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
PA
02/06/2019 - Present
Stifel, Nicolaus & Company, Inc. (LEBANON PA)
PA
11/29/2005 - 07/10/2007
RYAN BECK & CO. (LEBANON PA)
CT
05/20/2004 - 12/19/2005
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
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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