Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Portman is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc. Michael has been with Stifel, Nicolaus & Company, Inc. since September 2013. Prior to that, Michael was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. Michael holds Series 7, 6, 63, 65, and SIE licenses. Michael specializes in providing financial advice to individuals, businesses, and institutions.
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
MO
09/23/2013 - Present
Stifel, Nicolaus & Company, Inc. (SAINT JOSEPH MO)
MO
11/30/2007 - 09/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. JOSEPH MO)
MO
04/14/2000 - 12/05/2007
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MO)
MO
05/06/1994 - 10/12/1995
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 02/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1994
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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