Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Heckmann is a financial advisor with Stifel, Nicolaus & Company, Inc. located in San Rafael, CA. Michael has been in the industry since 1989 and has experience with various financial products and services. Michael specializes in various investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Michael holds licenses in multiple states and has a strong reputation in the industry.
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
05/25/2018 - Present
Stifel, Nicolaus & Company, Inc. (SAN RAFAEL CA)
CA
01/01/2008 - 05/30/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN RAFAEL CA)
CA
01/24/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN RAFAEL CA)
BC
Issued 02/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities 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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