Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Poponyak is a financial advisor with over 40 years of experience in the industry. Michael has been registered with Stifel, Nicolaus & Company, Inc. since June 2009. Prior to that, Michael worked at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., SHEARSON LEHMAN HUTTON INC. and PAINEWEBBER INCORPORATED. Michael offers a variety of financial services, including financial planning, pension consulting, and portfolio management.
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
CA
10/07/2016 - Present
Stifel, Nicolaus & Company, Inc. (CARLSBAD CA)
CA
01/01/2008 - 06/23/2009
WELLS FARGO ADVISORS, LLC (ESCONDIDO CA)
CA
05/29/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ESCONDIDO CA)
NY
05/14/1988 - 06/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/12/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
02/23/1981 - 04/26/1988
PAINEWEBBER INCORPORATED
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
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
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