Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anderson has been in the securities industry since January 24, 1982. Michael is currently registered with Stifel, Nicolaus & Company, Inc. in Michigan and Texas. Michael was previously registered with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.. Michael specializes in retirement planning, portfolio management, and financial planning. Michael has a CFP designation and holds the following licenses: Series 63, Series 7, Series 5, and Series 15. Michael has been a partner in M & R Hunt Club, a family recreational property, since 2007. Michael is also an advisory board member of the Salvation Army of Port Huron, MI.
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
MI
08/24/2018 - Present
Stifel, Nicolaus & Company, Inc. (PORT HURON MI)
MI
01/01/2008 - 08/28/2018
WELLS FARGO CLEARING SERVICES, LLC (PORT HURON MI)
MI
01/25/1982 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT HURON MI)
BC
Issued 01/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 02/21/1983
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
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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