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 Schumaker is a financial professional with over 16 years of experience in the financial services industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions with City Securities Corporation and Citigroup Global Markets Inc. Michael specializes in a wide range of financial services including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting and Educational Seminars. Michael holds several licenses and certifications including Series 63, Series 54, Series 53, SIE, Series 50, Series 79 and Series 52. Michael has a strong track record of success in helping individuals and businesses achieve their financial goals.
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
IN
01/03/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
03/07/2011 - 12/31/2016
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IL
07/17/2007 - 03/10/2011
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 05/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/27/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/16/2007
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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