Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Adams is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in Wayzata, Minnesota. Michael has been in the securities industry since 1978. Michael is licensed to provide advisory services in Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Minnesota, Nevada, New Jersey, North Carolina, North Dakota, Oregon, Virginia, and Wisconsin. Michael's firm, Stifel, Nicolaus & Company, Inc., provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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
MN
12/04/2013 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
12/01/1978 - 07/31/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
Issued 07/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
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
Not sure Michael Adams is the right advisor for you? Invested Better is here to help.
