Unclaimed
Michael John Petrucelli is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the financial industry since June 7, 1984 and is registered in 17 states. Michael is a registered investment advisor representative in New Jersey and Texas and holds Series 7, Series 63, and Series 65 licenses. Michael has prior experience at Ryan Beck & Co., J. B. Hanauer & Co., First Interregional Equity Corp. and Halpert and Company, Inc.
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
NJ
03/25/2019 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
05/21/1998 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NJ
04/03/1997 - 12/03/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
01/02/1997 - 05/16/1997
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
NJ
10/19/1983 - 10/28/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 06/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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 Petrucelli is the right advisor for you? Invested Better is here to help.