Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Toutant is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the financial industry since September 25, 2003. Michael has a strong background in the industry with previous experience at UBS Financial Services Inc. and Piper Jaffray & Co.. Michael holds the Series 66, SIE and Series 7 licenses, as well as the Certified Financial Planner designation. Michael is registered to provide investment advice in a number of states, including Wisconsin, Texas, California, Florida, and others. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that provides a variety of financial services to individuals, families, and businesses. The firm offers a wide range of investment products and services, including investment management, financial planning, retirement planning, and estate planning.
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.
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2
WI
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (EAU CLAIRE WI)
WI
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (EAU CLAIRE WI)
WI
07/22/2005 - 08/12/2006
PIPER JAFFRAY & CO. (EAU CLAIRE WI)
NY
09/26/2003 - 07/28/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
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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