Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guldin is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been working in the financial services industry since 2015 and has a strong background in financial planning, portfolio management, and investment advice. Michael specializes in working with individuals and families, helping them achieve their financial goals. Michael holds the Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Michael is also a board member of Camelot for Children, a non-profit organization that provides social and educational opportunities for children with special needs.
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
05/01/2023 - Present
Stifel, Nicolaus & Company, Inc. (WILKES-BARRE PA)
NJ
09/04/2022 - 02/13/2023
MML INVESTORS SERVICES, LLC (Warren NJ)
PA
07/29/2015 - 08/30/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 10/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
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
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