Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E Newins is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has over 10 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 66 licenses. Michael is also registered as an Investment Advisor Representative in New York. Michael provides financial planning, portfolio management and investment advice to individuals and businesses.
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
NY
10/17/2022 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
11/28/2018 - 10/31/2022
PARK AVENUE SECURITIES LLC (MELVILLE NY)
NY
02/10/2011 - 05/17/2018
NYLIFE SECURITIES LLC (MEDFORD NY)
NY
12/02/2010 - 12/17/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Newins is the right advisor for you? Invested Better is here to help.
