Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dorsey is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 30 years of experience in the industry. Michael holds licenses in numerous states including Arizona, California, Colorado, Florida, Georgia, Hawaii, Missouri, Nevada, New Mexico, New York, Pennsylvania, Texas, and Washington. Michael has expertise in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and pension consulting. Michael is committed to providing personalized financial advice and guidance to help clients 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
HI
08/20/2008 - Present
Stifel, Nicolaus & Company, Inc. (HONOLULU HI)
HI
01/01/2008 - 08/20/2008
WACHOVIA SECURITIES, LLC (HONOLULU HI)
HI
07/06/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HONOLULU HI)
NY
07/31/1993 - 06/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/21/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
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 Dorsey is the right advisor for you? Invested Better is here to help.
