Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Furman is a financial advisor with Stifel, Nicolaus & Company, Inc. based in DAYTONA BEACH, FL. Michael has been in the financial services industry since 1989 and has been with Stifel, Nicolaus & Company, Inc. since 2009. Michael is a Certified Financial Planner and holds the Series 6, 7, 22 and SIE licenses. Michael's experience and certifications allow Michael to provide financial planning and investment advice to individual investors, corporations and other businesses, as well as pooled investment vehicles, such as mutual funds.
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
FL
08/17/2009 - Present
Stifel, Nicolaus & Company, Inc. (DAYTONA BEACH FL)
FL
09/03/1999 - 08/14/2009
UBS FINANCIAL SERVICES INC. (DAYTONA BEACH FL)
NY
03/21/1990 - 08/15/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
PA
04/13/1989 - 02/13/1990
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/12/1989
Series 6 - Investment Company Products/Variable Contracts 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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