Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCallum is a financial advisor with Stifel, Nicolaus & Company, Inc. in Glenwood Springs, CO. Michael has been in the financial services industry since 1981. Michael is registered with FINRA and the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Michael holds the Series 7, Series 9, Series 10, Series 63, and Series 65 securities licenses. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CO
05/04/2018 - Present
Stifel, Nicolaus & Company, Inc. (GLENWOOD SPRINGS CO)
NY
01/19/2000 - 03/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CO
02/23/1998 - 07/28/1999
HANIFEN, IMHOFF INC. (DENVER CO)
NA
02/05/1990 - 02/23/1998
HANIFEN, IMHOFF INC.
CO
04/09/1984 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
NA
10/17/1988 - 02/05/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/01/1988 - 02/05/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/25/1980 - 04/06/1984
BOETTCHER & COMPANY, INC.
IA
Issued 03/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities 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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