Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzgerald has been in the financial industry since March 1985. Michael is currently registered with Stifel, Nicolaus & Company, Inc. as a Registered Representative. Michael is also a Registered Investment Adviser. Michael has been licensed with Wells Fargo Clearing Services, LLC, Wachovia Securities, Inc., J.C. Bradford & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds the Series 7, Series 31, Series 63 and Series 65 securities licenses.
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
GA
01/18/2023 - Present
Stifel, Nicolaus & Company, Inc. (ATHENS GA)
GA
06/15/2002 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (ATHENS GA)
NC
03/26/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
05/07/1990 - 04/01/1997
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/19/1985 - 05/17/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
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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