Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sanford is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the financial industry since 1995 and has a strong track record of helping clients achieve their financial goals. Michael holds Series 7, 63, and 66 licenses, and is registered to provide investment advice in numerous states. Michael is committed to providing his clients with personalized financial advice and guidance. Michael offers a variety of services, including financial planning, portfolio management, and investment consulting.
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
CA
07/17/2024 - Present
Stifel, Nicolaus & Company, Inc. (CHICO CA)
CA
01/01/2008 - 08/20/2008
WACHOVIA SECURITIES, LLC (PARADISE CA)
CA
01/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PARADISE CA)
BOTH
Issued 03/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
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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