Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Okeefe is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the industry since December 1995, and has experience in several areas including financial planning, portfolio management, and pension consulting. Michael is licensed in multiple states, and has a comprehensive understanding of financial markets. Michael is committed to providing personalized financial advice and investment solutions to help clients achieve their financial goals.
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
PA
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
PA
04/29/2002 - 07/10/2007
RYAN BECK & CO. (ALLENTOWN PA)
NY
09/03/1999 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/15/1995 - 10/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
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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