Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dammert is a financial professional with over 30 years of experience in the industry. Michael currently works at Stifel, Nicolaus & Company, Inc. where he specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles. Previous to this, Michael was a financial professional at Raymond James & Associates, Inc., J.J.B. HILLIARD, W.L. LYONS, LLC, Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc. Michael holds licenses in several states including Arizona, Connecticut, Florida, Georgia, Hawaii, Indiana, Kentucky, Michigan, Ohio, Oklahoma, Oregon, South Carolina, Texas.
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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KY
04/23/2019 - Present
Stifel, Nicolaus & Company, Inc. (Covington KY)
OH
10/02/2015 - 04/29/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (CINCINNATI OH)
KY
02/13/2013 - 08/21/2015
RAYMOND JAMES & ASSOCIATES, INC. (COVINGTON KY)
KY
08/15/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
07/31/1993 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/14/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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