Unclaimed
Michael Schinzer is a financial advisor who has been in the industry since 1982. Michael is currently registered with Stifel, Nicolaus & Company, Inc. as a broker and investment advisor representative. Michael has Series 7, 52TO, 53, and 63 securities licenses and has experience providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Michael has also held previous positions at Robert W. Baird & Co. Incorporated.
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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2
CA
09/22/2000 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
WI
08/26/1982 - 10/06/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
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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