Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rose is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has over 20 years of experience in the financial services industry. Michael is licensed to offer securities and investment advisory services in over 30 states. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. In addition to his work at Stifel, Nicolaus & Company, Inc., Michael is also the President of FOUR ROSES CATTLE LLC, a family farm corporation.
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
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (LAFAYETTE IN)
IN
08/29/2008 - 02/28/2017
CITY SECURITIES CORPORATION (LAFAYETTE IN)
IN
12/03/2002 - 09/02/2008
NATCITY INVESTMENTS, INC. (LOGANSPORT IN)
MO
03/27/2001 - 11/27/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
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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