Unclaimed
Michael Kollender is an experienced financial professional with over 29 years in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc., and has held previous roles with Ryan Beck & Co. and Josephthal & Co., Inc. Michael's expertise spans various financial services, including investment banking, financial planning, and portfolio management. Michael has a strong track record of success in assisting individual and institutional clients achieve their financial objectives.
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
03/09/2007 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
03/19/1999 - 08/27/2007
RYAN BECK & CO. (NEW YORK NY)
NY
05/12/1994 - 02/11/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
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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