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 Witous is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc. in Indiana. Previously, Michael worked with Oppenheimer & Co. Inc. in Kalamazoo, MI, UBS Financial Services Inc. in Grand Rapids, MI, and Questor Capital Corporation in Minneapolis, MN. Michael has a broad range of experience, holding licenses in multiple states, and has passed a number of industry exams. Michael holds both a Series 65 and Series 63 license and has a history of serving high-net-worth individuals, charitable organizations, and other entities.
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
04/11/2018 - Present
Stifel, Nicolaus & Company, Inc. (ELKHART IN)
MI
01/19/2010 - 12/15/2017
OPPENHEIMER & CO. INC. (KALAMAZOO MI)
MI
10/20/2004 - 01/15/2010
UBS FINANCIAL SERVICES INC. (GRAND RAPIDS MI)
MN
09/02/2003 - 10/21/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MA
04/11/2003 - 09/02/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
12/11/1998 - 01/15/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/11/1993 - 12/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/02/1987 - 03/31/1993
G. R. PHELPS & CO., INC.
IA
Issued 10/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 3 - National Commodity Futures Examination
BC
Issued 06/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1987
Series 6 - Investment Company Products/Variable Contracts 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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